Difference between revisions of "Messages"
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| 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;" | The Messages window displays automatically when the Dashboard is loaded. This option can be changed using the Options feature for Messages. | ||
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| colspan="4" | [[Customer_Management#top|Top]] | | colspan="4" | [[Customer_Management#top|Top]] | ||
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| class="headerMainTitles" colspan="4" | [[File:Message Add20250218.jpg|Message_Add20250218.jpg]] | | class="headerMainTitles" colspan="4" | [[File:Message Add20250218.jpg|Message_Add20250218.jpg]] | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Fields |
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| − | | | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 432px;" | |
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | sp;Click the View option in the Results Grid to edit the document in the Documents Management form. | ||
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Click the Remove option to remove the selected Document. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Click the Remove option to remove the selected Document. | ||
Revision as of 10:19, 18 February 2025
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| 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.: | |||
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| Dashboard | |||
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| Overview | |||
| The Messages window displays automatically when the Dashboard is loaded. This option can be changed using the Options feature for Messages. | |||
| Top
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| Add New Messages | |||
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| Fields | |||
| Task Type | Task Desc | sp;Click the View option in the Results Grid to edit the document in the Documents Management form. | |
| • Click the Remove option to remove the selected Document. | |||
| Top
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| Message Options | |||
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| Overview | |||
| Agreements are managed using the Agreement Management form. | |||
| • Select an agreement in the Results Grid to edit the selected agreement. | |||
| Top
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