Communications

A log of every outbound and inbound communication with members such as SMS, email, calls and visits, captured against the member CIF. It gives officers an auditable contact history for servicing, collections follow-up and dispute evidence, and supports calendar scheduling of planned outreach.

Workflow

Go to Operations then Communications
Click New to log a communication and link it to the member
Select the channel such as SMS, email, call or visit and record the subject and outcome
Schedule a follow-up date so it appears on the calendar view
Review a member's full contact history from their 360 timeline

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Recipient `recipient`	Text	—	Phone number or email
Member `member_id`	Link → mfi.member	Yes	Member
Type `communication_type`	Choice: SMS, Email, WhatsApp, Phone Call, Visit, Letter, System Notification, Other	Yes	Type
Direction `direction`	Choice: Outbound, Inbound	Yes	Direction
Purpose `purpose`	Choice: Welcome Message, Payment Reminder, Payment Received, Loan Approved, Loan Disbursed, Loan Due Reminder, Loan Overdue Notice, Savings Reminder	Yes	Purpose
Message `message`	Long text	Yes	Message
Date/Time `communication_date`	Date & time	Yes	Date/Time
Subject `subject`	Text	—	Subject
Sender `sender`	Text	—	Sender
Scheduled Date `scheduled_date`	Date & time	—	Scheduled Date
Status `state`	Choice: Draft, Scheduled, Sent, Delivered, Failed, Cancelled	—	Status
Delivery Status `delivery_status`	Text	—	Delivery Status
Delivery Date `delivery_date`	Date & time	—	Delivery Date
Failure Reason `failure_reason`	Long text	—	Failure Reason
Cost `cost`	Decimal	—	Cost
Currency `currency_id`	Link → res.currency	—	Currency
Gateway Reference `gateway_reference`	Text	—	Gateway Reference
Gateway Response `gateway_response`	Long text	—	Gateway Response
Has Response `has_response`	Yes/No	—	Has Response
Response Date `response_date`	Date & time	—	Response Date
Response `response_text`	Long text	—	Response
Call Duration (sec) `call_duration`	Number	—	Call Duration (sec)
Call Outcome `call_outcome`	Choice: Answered, No Answer, Busy, Voicemail, Wrong Number, Disconnected	—	Call Outcome
Visit Location `visit_location`	Text	—	Visit Location
Visit Purpose `visit_purpose`	Text	—	Visit Purpose
Visit Outcome `visit_outcome`	Long text	—	Visit Outcome
Attachments `attachment_ids`	Tags	—	Attachments
Sent By `sent_by_id`	Link → res.users	—	Sent By
Bulk SMS `bulk_sms_id`	Link → mfi.member.bulk.sms	—	Bulk SMS
Notes `notes`	Long text	—	Notes
Company `company_id`	Link → res.company	—	Company

Status lifecycle

Records on this screen move through these statuses:

Draft → Scheduled → Sent → Delivered → Failed → Cancelled

Notes & rules

Model mfi.member.communication
Channels: SMS, email, call, in-person
Views include calendar for scheduled outreach
Feeds the member 360 timeline and audit trail

Technical model: mfi.member.communication · Record: Member Communication Log