Difference between revisions of "Messages"

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{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
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| class="navigationTitles" colspan="4" id="top" | [[File:Message_Search.jpg|Message_Search.jpg]]
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| class="navigationTitles" colspan="4" id="top" | [[File:Message Search20250218.jpg|Message_Search20250218.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
|-
 
|-
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| colspan="4" style="width: 265px;" | Select Search > Messages > Use the search filters to find the message > Click the Find button.
+
| colspan="4" style="width: 265px;" | Select Search > Messages > Use the search filters to establish the search parameters > Click the Find button.
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | Use the Messages feature to communicate with users. The messages are displayed in the messages window from the Dashboard.  Mobile users view the messages on their mobile devices.:
 
|-
 
|-
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
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| colspan="4" style="width: 265px;" | &nbsp;  
−
|-
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
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|-
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
 
−
|-
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
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|-
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
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|-
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
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|-
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
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|-
 
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| style="width: 265px;" | &nbsp;
 
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| style="width: 306px;" | &nbsp;
 
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| style="width: 432px;" | &nbsp;
 
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| style="width: 446px;" | &nbsp;
 
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|-
 
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| class="headerMainTitles" colspan="4" | Fields
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
−
|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
−
|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
−
|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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|-
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
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|-
 
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| colspan="4" style="width: 265px;" | [[File:CustomerSearch.jpg|CustSearch ccexpress.png]]
 
−
|-
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
 
----
 
----
 +
 +
&nbsp;
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
+
| class="headerMainTitles" colspan="4" id="customertaskstab" | Dashboard
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:CustomerSites.jpg|Cust sitesTab ccexpress.png]]
+
| colspan="4" style="width: 265px;" | [[File:RSS Dashboard.png|RSS_Dashboard.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
+
| colspan="4" style="width: 265px;" | The Messages window displays automatically when the Dashboard is loaded.&nbsp; This option can be changed using the Options feature for Messages.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
 
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
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|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
+
| class="headerMainTitles" colspan="4" id="customerdoctab" | Add New Messages
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:CustomerTasks.jpg|CustomerTasks.jpg]]
+
| class="headerMainTitles" colspan="4" | [[File:Message Add20250218.jpg|Message_Add20250218.jpg]]
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_TargetType|Target Type]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#Message_Target|Target]]
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#Message_StartDate|Start Date]]
−
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_EndDate|End Date]]
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerContacts.jpg|CustomerContacts.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
+
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#Message_MessageText|Message]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
 
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
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|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
+
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Message Options
−
|-
 
−
| colspan="4" | [[File:CustomerNotes.jpg|CustomerNotes.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
+
| class="headerMainTitles" colspan="4" | [[File:Message Options20250218.jpg|Message_Options20250218.jpg]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new customer note.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing customer note.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing customer note.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing customer note.
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_DefaultTargetType|Default Target]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#Message_FieldComplete|Field Complete]]
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#Message_AutoShow|Auto Show Messages]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerDocs.jpg|CustomerDocs.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new document using the Documents Management form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the Results Grid to edit the document in the Documents Management form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerInvoices.jpg|CustomerInvoices.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Invoices are created using the&nbsp;[[Job_Management|Job Management]] form.&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an invoice in the Results Grid to view or edit an invoice.&nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerAgreements.jpg|CustomerAgreements.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the Results Grid to edit the selected agreement.&nbsp;
 
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  

Latest revision as of 10:47, 18 February 2025

Navigation
Select Search > Messages > Use the search filters to establish the search parameters > Click the Find button.
Overview
Use the Messages feature to communicate with users. The messages are displayed in the messages window from the Dashboard.  Mobile users view the messages on their mobile devices.:
 

 

Dashboard
RSS_Dashboard.png
Overview
The Messages window displays automatically when the Dashboard is loaded.  This option can be changed using the Options feature for Messages.
 Top
Add New Messages
Message_Add20250218.jpg
Fields
Target Type Target Start Date End Date
Message
 Top
Message Options
Message_Options20250218.jpg
Fields
Default Target Field Complete Auto Show Messages  
 Top
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Retrieved from "https://svconthego.net/index.php?title=Messages&oldid=3776"