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
 
| 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: 265px;" | [[Glossary#Message_TargetType|Target Type]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#Message_Target|Target]]
| class="fieldGrayBackgrounds" style="width: 432px;" |  
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#Message_StartDate|Start Date]]
| 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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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Message_EndDate|End Date]]
 
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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" style="width: 2400px;" | [[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" | [[File:Message Options20250218.jpg|Message_Options20250218.jpg]]
 
| class="headerMainTitles" colspan="4" | [[File:Message Options20250218.jpg|Message_Options20250218.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;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
 
 
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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: 265px;" | [[Glossary#Message_DefaultTargetType|Default Target]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#Message_FieldComplete|Field Complete]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#Message_AutoShow|Auto Show Messages]]
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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]]  

Revision as of 10:25, 18 February 2025

Select Search > Messages > Use the search filters to establish the search parameters > Click the Find button.
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
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