Difference between revisions of "Messages"

From SVContheGO Online Manual
Jump to navigation Jump to search
m
m
 
(4 intermediate revisions by the same user not shown)
Line 11: Line 11:
 
|-
 
|-
 
| 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.:
 
| 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.:
−
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" |  
+
| colspan="4" style="width: 265px;" |    
−
|-
 
−
| colspan="4" |  [[Customer_Management#top|Top]]
 
 
----
 
----
  
Line 27: Line 24:
 
| class="navigationTitles" colspan="4" | Overview
 
| 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;" | The Messages window displays automatically when the Dashboard is loaded.  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 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="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
−
----
 
−
 
 
----
 
----
  
Line 54: Line 34:
 
| class="headerMainTitles" colspan="4" | [[File:Message Add20250218.jpg|Message_Add20250218.jpg]]
 
| class="headerMainTitles" colspan="4" | [[File:Message Add20250218.jpg|Message_Add20250218.jpg]]
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| class="headerMainTitles" colspan="4" | Fields
−
|-
 
−
| 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.
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_TargetType|Target Type]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#Message_Target|Target]]
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#Message_StartDate|Start Date]]
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_EndDate|End Date]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
+
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#Message_MessageText|Message]]
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
Line 72: Line 51:
 
| class="headerMainTitles" colspan="4" | [[File:Message Options20250218.jpg|Message_Options20250218.jpg]]
 
| class="headerMainTitles" colspan="4" | [[File:Message Options20250218.jpg|Message_Options20250218.jpg]]
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_DefaultTargetType|Default Target]]
−
|-
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#Message_FieldComplete|Field Complete]]
−
| 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;
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#Message_AutoShow|Auto Show Messages]]
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | &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"