Communication

Fields & Columns Removal

Today, the Communication tab displays multiple columns in the grids and several radio button questions in the Add/Edit modals that are no longer required.

With the new release, unused columns and questions have been removed from the Communication grids and the Add/Edit modals to simplify the user experience and improve clarity.

Removed Columns & Questions

• Board Packet
  • Email Center
• Meeting Follow-Up
  • On-Time
  • Reviewed
  • Action Items in CP
• Community Visit
  • Property Visit Template in CP
  • Follow up to BOD
  • Reviewed
  • Results Added in CP

Communication Type Category Filter

Today, the Communication Type category filter is displayed as a drop-down.

In this new release the category filter has been redesigned as a button-based filter, allowing users to switch between categories with a single click before searching.

The default category filtered will continue being Board Packet 
 

Add Multiple Entries

Currently, communication entries can only be added one at a time from the Communication module.
This requires users to repeat the same flow when creating multiple communication categories around the same communication.

With this release, a new Add Multiple Entries flow allows users to create several communication entries for multiple communication types in a single action.

Add Multiple Entries

Currently, communication entries can only be added one at a time from the Communication module.
This requires users to repeat the same flow when creating multiple communication categories around the same communication.

With this release, a new Add Multiple Entries flow allows users to create several communication entries for multiple communication types in a single action.

• “Add Multiple Entries” button: When clicking the Add Multiple Entries button, the system opens a modal

  

• “Add Multiple Entries” Modal: This modal enables the user to:
  • Select more than one communication category at the same time
  • Enter the required information for each selected category within the same flow
  • Submit all entries together, generating one record per category automatically

View Communication Item

Today, users have to enter the Edit view to review communication details, even when no changes were needed.

In this release, the system provides a View option that allows users to review communication details in a read-only format. When the user selects View, the system opens a read-only modal.

Email Center

Add Multiple Entries

Now, the Email Center only supports creating communication entries for one category at a time. When multiple communication types needed to be sent together, users are forced to repeat the same process multiple times.

With this release, the Email Center supports submitting multiple communication types in a single action. This enhancement allows users to:

• Select multiple communication categories at once with a checkbox. Then, the system dynamically displays the data points required for each category selected. Shared information (such as month selection) is reused, but editable.
• Submit all selected communications together.

Important: Each entry is stored independently and displayed in its corresponding grid on the Communications tab.