The Messages screen manages the messages that have been sent or received by the user within Framework ECM.
Note: 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. Example: High, 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. | |
Click to close the dialog. |
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 from the Recipients list to the Staff Member list. |
Click to set the recipient as the primary recipient. |