Difference between revisions of "Messages"

Revision as of 10:18, 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

Overview
The Messages window displays automatically when the Dashboard is loaded. This option can be changed using the Options feature for Messages.
Fields
Task Type	Task Desc
Top
Add New Messages

Overview
Document are uploaded, downloaded and removed using the Documents Management form.
• Use the More drop-list to add a new document using the Documents Management form.
• 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
Message Options

Overview
Agreements are managed using the Agreement Management form.
• Select an agreement in the Results Grid to edit the selected agreement.
Top

@@ Line 12: / Line 12: @@
 | colspan="4" style="width: 265px;" | Use the Messages feature to communicate with users. The messages are displayed in the messages window from the Dashboard.&nbsp; Mobile users view the messages on their mobile devices.:
 |-
 | colspan="4" style="width: 265px;" | &nbsp;
 ----
@@ Line 24: / Line 24: @@
 | 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.&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 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