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Communication History Report

Go to Reporting > Admin Reports > Communication History.

Complete the filter.

In the Object Type field, select Owner or Vendor.

The other fields can be used to filter the results; for example, if your Object Type is Owner, you could select a specific owner or enter a date range. You can also leave fields blank to view all results.

Click Display to view the report.

The report shows all communication that you have sent to a person from Breeze.

It also shows entries from the Activity Feed. (You can use the Activity Feed to record interactions and track conversations with an owner.)

The items are sorted by date, showing the most recent ones first.

Having all the communication with a person in one place can be very useful, for example, if you are trying to resolve a dispute or preparing for a legal proceeding.

You can email the report, or export it to PDF or Excel.

This information can also be found on the Owner screen by selecting the Communication tab.

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