Simfuni displays communications that have been sent to clients at two levels - one at the policy level, and the other at the client level. To learn more about viewing communications at a policy level, see this article.
Account prerequisites:
- User permission: Client read
Communications tab
To view digital communications that have been sent, open a policy and click on the Communications tab. Any digital policy communications will be displayed in chronological order, and older messages can be shown by clicking the Load more button.
Note: Some client messages that are not policy related, such as password reset codes, are not shown for security purposes.
Filter options
To view and filter communications, click on the "Filter" option in the top right You can filter by communication type (either email or SMS) as well as by specific categories, such as endorsements or payments.
Communication details
For each communication, click Show Details to expand the section and reveal the full message information.
In this example of an email, you can view the full email, as well as additional information like the subject line and attachments. Clicking to view an attachment will open them in a new tab. These documents can also be accessed in the Documents tab of the specific policy.
Tip: To view communications that only relate to a particular policy, view the Communications or Documents tab of that specific policy.