The individuals and businesses the organization communicates with are called the correspondents. Types of correspondents include client, employer, agent, and public representative.
Correspondents are selected during communication creation. They can be selected from previously registered participants or a new correspondent can be added.
The system automatically retrieves communication details for correspondents previously registered on the system. For written communications, the system retrieves the correspondent's mailing address; for phone calls, the phone number; for emails, the email address.
When adding a new correspondent, the system will automatically create a representative participant role for the correspondent. The information saved for the correspondent is also saved as information for the new representative. Creating a representative allows this information to be accessed again as needed for future communications.