Communication
One compose form handles both Email and SMS — the selected Type determines which channel it actually sends through. Recipients-first: To/Cc/Bcc drive automatic Client/Vendor visibility, and mixing a client with a vendor on one message is blocked.
Reachable four ways: standalone at /communications, as a sub-tab on Project/Company/Person/Lead, from the banner bar's Email quick-compose button, or via each entity's Notes-style panel.
01CommunicationThe message itself — channel, recipients, subject, and body.▸
Type, Sender, Date
| Communication Type* | The channel — email vs. SMS is decided by whether the selected type's name contains "SMS." | Required |
| From User | Who's sending it — reloads that user's signature when changed. | Editable |
| Communication Date | Defaults to today. | Editable |
| Include Signature | Only shown if the From User has a saved signature; toggling it inserts/removes the signature block from Message Body. | Editable |
Relates To
| Relates To | Optionally links the message to a Project, Company, Person, or Lead in addition to whoever it's sent to. | Editable |
| Project / Company / Person / Lead | Whichever one is picked above — mutually exclusive, only one is kept. | Editable |
Recipients
| To* | At least one recipient is required. A "+ New Contact" shortcut adds someone on the fly without leaving the form. | Required |
| Cc / Bcc | Additional recipients. | Editable |
Client/Vendor Visible are never manually checked here — they're computed from the actual recipient mix, and the save is blocked outright if it would mix a client and a vendor on the same message ("split it into separate communications instead").
Subject, Body & Attachments
| Message Subject* / Description* | The subject line and a short internal label. | Required |
| Message Body* | The message content, rich text. | Required |
| Attachments | Files sent along with the message — genuinely delivered as email attachments, not just stored. | Editable |
02RepliesThe reply thread — requires saving the communication first.▸
| Reply thread | Every reply so far, with sender/date and an "Internal only" badge on anything not client-visible. | Read-only |
| Reply | Your reply text. | Required |
| Visible to client | Whether the client sees this reply — checked by default. | Editable |
| Send SMS | Also sends the reply as a text. | Editable |
03AttachmentsFiles attached to this communication, separate from any attached at compose time.▸
| Type / Description / Notes / Files | Upload one or more files with shared metadata. | Editable |
| Uploaded | When the file was added. | Read-only |