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The Messages screen manages the messages that have been sent or received by the user within Framework ECM.
Messages on this screen do not include SMS messages.
Procedures
Creating A Message
Click New. The Message dialog will be displayed.
Enter the details.
Click Send to send the message. The dialog will close and the message will be sent.
OR
Click Save as Draft to save the message as a draft. The dialog will close and the message will be available from the Drafts folder.
Opening A Draft Message
From the Message Folders list, select Drafts. The Messages list will be updated.
Select a draft message.
Click Edit. The Message dialog will be displayed.
Edit the message.
Click Send to send the message. The dialog will close and the message will be sent.
OR
Click Save as Draft to save the message as a draft. The dialog will close and the message will be available from the Drafts folder
This dialog is used to create a message that can be sent between Framework ECM users.
General Group
Field | Description |
---|---|
Job Specific Message? | Is the message specific to a job?
|
Job Number | Job number associated with the message. |
From | Person sending the message. |
To | Person receiving the message. Click the To popup button to select. Opens the Message Recipients Dialog. |
Cc | Person(s) receiving a carbon copy of the message. |
Importance | Priority level of the message. ExampleHigh, Normal, Low. |
Subject | Subject heading of the message. |
Message | Text of the message. |
Sent Group
Field | Description |
---|---|
Date | Date the message was sent. This field is locked and cannot be edited. |
Time | Time the message was sent. This field is locked and cannot be edited. |
Buttons
Button | Description |
---|---|
Click to save the message as a draft. Draft messages are available in the Drafts message folder. | |
Click to send the message. Sent messages are available in the Sent Items message folder. |
Message Recipients Dialog
This dialog is used to add or remove recipients from a message. This dialog is accessed by clicking the To popup button on the Message dialog.
Staff Member List
Column | Description |
---|---|
Name | Name of the staff member. |
Recipients List
Column | Description |
---|---|
Primary | Indicates if a recipient is the primary contact. |
Name | Name of the recipient. |
Buttons
The Copy buttons are located between the Staff Member and Recipients lists.
Button | Description |
---|---|
Copy | Click to copy a selected person from the Staff Member list to the Recipients list. |
Copy | Click to copy a selected person back from the Recipients list to the Staff Member list, essentially removing them as a Recipient. |
Click to set the recipient as the primary recipient. |