--- title: SALES ORDERS - Communications tab description: Document or schedule or attach a Communication / Note / Alert on a record or event for this Sales Order --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # SALES ORDERS - Communications tab ## Document or schedule or attach a Communication / Note / Alert on a record or event for this Sales Order ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-11-15-15-6521-AM.png?width=46&height=46&name=image-png-May-04-2023-11-15-15-6521-AM.png) ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-11-17-43-5433-AM.png?width=480&height=272&name=image-png-May-04-2023-11-17-43-5433-AM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-28-27-0398-AM.png) Refresh** to load any Communications that may have been posted since last refresh and that may not be displaying on this list - ** ![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-29-08-5221-AM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-11-29-19-7850-AM.png?width=86&height=23&name=image-png-May-04-2023-11-29-19-7850-AM.png) Communications List Filters / Search / Customization** -  see [Sales Orders - Access / List Functionality ](https://cs.geminilogic.com/en/manual/sales-orders-access-list-functionality#SalesOrdersFilters) - **![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-31-37-6523-AM.png) Export** Communication details in Excel or CSV format - see [Sales Orders - Export](https://cs.geminilogic.com/en/manual/sales-orders-export) - **![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-33-43-8284-AM.png) Create Note** (Communication / Attachment) for this Sales Order ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-11-34-15-1591-AM.png?width=578&height=287&name=image-png-May-04-2023-11-34-15-1591-AM.png) - option to ![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-34-37-6606-AM.png) **Insert Date/Time** into the body of your message - **![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-34-45-4970-AM.png) Add Attachment**(s) of any file type which will copy the file to C:\\ProgramData\\Spire\\media - - - to centralize these files, there is the option to Migrate them onto the Spire Server in C:\\ProgramData\\Spire\\media\\(database name) - Tools > Migrate Files **                              ![ToolsMenuMigrateFiles-1](https://cs.geminilogic.com/hs-fs/hubfs/ToolsMenuMigrateFiles-1.png?width=174&height=135&name=ToolsMenuMigrateFiles-1.png)     ** **                             ![MigrateFiles-2](https://cs.geminilogic.com/hs-fs/hubfs/MigrateFiles-2.png?width=213&height=130&name=MigrateFiles-2.png)                     ** - - - **![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-38-56-2524-AM.png) Add Link** for a URL or file path that is not in the centralized location mentioned above - **![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-39-03-6237-AM.png) Open Related** (in this case, the Sales Order) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-11-39-24-7085-AM.png?width=30&height=25&name=image-png-May-04-2023-11-39-24-7085-AM.png) Mark Completed** to insert the current logon date in the **Completed Date** field so this alert no longer pops up - enter **Subject** - option to select **Type** from a preset list or add ![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-39-47-4250-AM.png) **New** one on-the-fly from the browse list:                          ![SalesOrderCommunicationTypesList](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderCommunicationTypesList.png?width=303&height=129&name=SalesOrderCommunicationTypesList.png) - - - option to enter an expanded message in the body - **Assigned To** any user set up in the system - - - **Due Date** (triggered by system date, not logon date) - schedule the message to - popup at the Assigned User’s logon                             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-11-43-05-6683-AM.png?width=376&height=125&name=image-png-May-04-2023-11-43-05-6683-AM.png) - - - - - view all scheduled Alerts in Tools > **View Notes Due Today** - display a yellow banner when this Sales Order is opened               ![SalesOrderBannerYellow](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderBannerYellow.png?width=632&height=114&name=SalesOrderBannerYellow.png) - - - display on their Calendar, where the Communication can be viewed / accessed, with view options: ![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-44-27-5494-AM.png)  - - - - Show Modules to select which originating Modules to display, from modules you currently have access to - **Show Users** to select which User’s entries you wish to see in your Calendar  -  activate in User setting![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-44-45-7345-AM.png) **View All Calendars** (each User’s entries will be a different colour) - - - - ![CheckBoxChecked](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxChecked.png?width=16&height=16&name=CheckBoxChecked.png) **Show Unassigned** to also see entries not assigned to any User (Unassigned entries will be black) - **![CheckBoxChecked](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxChecked.png?width=16&height=16&name=CheckBoxChecked.png) Show Completed** to display all Calendar entries marked as **[Completed](https://cs.geminilogic.com/en/migrated/manual/sales-orders-communications#SOMarkCompleted)** - **Number** - option to numerically code or sequence the communication for sorting in Filters and Reports - **Completed Date** - enter any date here to stop notification - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Print - Where** - option to select which form the message is to print on for this Sales Order                       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-11-46-31-3403-AM.png?width=347&height=258&name=image-png-May-04-2023-11-46-31-3403-AM.png) - - -  ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Alert** will cause a red banner to display when this Sales Order is opened ![SalesOrderBannerRed](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderBannerRed.png?width=688&height=125&name=SalesOrderBannerRed.png) - - - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-05-41-31-81-PM.png?width=23&height=23&name=image-png-Aug-01-2022-05-41-31-81-PM.png) Save** or **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-05-41-37-39-PM.png?width=23&height=23&name=image-png-Aug-01-2022-05-41-37-39-PM.png)**  **Save and Close** or  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-05-41-43-25-PM.png?width=22&height=22&name=image-png-Aug-01-2022-05-41-43-25-PM.png) **Save and Create New** - **![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-51-04-9829-AM.png) Create Email** - see [Sales Orders - Email](https://cs.geminilogic.com/en/manual/sales-orders-email) -  ![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-51-39-5095-AM.png) **Edit** / ![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-51-45-6726-AM.png)**Delete** selected Communication(s) - the Communication will also display in the Communications module, where you have access to the following: ![](https://cs.geminilogic.com/hubfs/image-png-May-04-2023-11-47-32-9998-AM.png)   - Communications **Context Menu** - right-click on any line(s) to display           ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-11-29-43-9404-AM.png?width=143&height=145&name=image-png-May-04-2023-11-29-43-9404-AM.png) Note that the colour of the banner displayed indicates the ‘status’ of the note: - Yellow - a date has been entered - Red - ‘Alert’ has been checked - Blue - no date has been entered, and ‘Alert' has not been checked      [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)