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]]
 
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| 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.
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| colspan="4" style="width: 265px;" | Select Search > Messages > Use the search filters to establish the search parameters > Click the Find button.
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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|-
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| 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:
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| 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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|-
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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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| 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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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
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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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| 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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| class="headerMainTitles" colspan="4" | Fields
 
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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]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
 
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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#customertaxexemptno|Tax Exempt No]]
 
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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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| 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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| 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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| 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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| colspan="4" style="width: 265px;" | [[File:CustomerSearch.jpg|CustSearch ccexpress.png]]
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
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| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
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| 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.
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|-
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
 
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| class="headerMainTitles" colspan="4" | Fields
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
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| class="headerMainTitles" colspan="4" id="customerdoctab" | Add New Messages
 
| class="headerMainTitles" colspan="4" id="customerdoctab" | Add New Messages
 
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|-
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| class="headerMainTitles" colspan="4" | [[File:Message Add.jpg|Message_Add.jpg]]
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| class="headerMainTitles" colspan="4" | [[File:Message Add20250218.jpg|Message_Add20250218.jpg]]
 
|-
 
|-
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| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Fields
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| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
 
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| 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.
 
 
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| 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.
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_TargetType|Target Type]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#Message_Target|Target]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#Message_StartDate|Start Date]]
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_EndDate|End Date]]
 
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
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| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#Message_MessageText|Message]]
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
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| class="headerMainTitles" colspan="4" id="customeragreementstab" | Message Options
 
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Message Options
 
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| class="headerMainTitles" colspan="4" | [[File:Message Options.jpg|Message_Options.jpg]]
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| class="headerMainTitles" colspan="4" | [[File:Message Options20250218.jpg|Message_Options20250218.jpg]]
 
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|-
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| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Fields
 
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|-
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| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_DefaultTargetType|Default Target]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#Message_FieldComplete|Field Complete]]
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| 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;
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#Message_AutoShow|Auto Show Messages]]
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
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| 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"