Agency Message

Overview

Updated 07/07/2021
 
The Message item of the Agency section allows users to enter notes regarding the agency. It can be accessed by clicking on the Message item of the sub tree. 



Add a Message

The New Message wizard allows a user to compose and perform actions with a message. These actions include sending it to multiple and varying entities, creating differing types of messages, and setting a message as a task.

The New Message Wizard is accessible from:

  • Actions menu in the integrated Outlook window.
  • Message horizontal panel.
  • Log Message option on the Actions menu.
  • Message button in certain grids.
  • Message sub tree sections.

 

 

 

Add an Action Type

To add an option to the Action Type drop-down menu, visit the Add an Action Type help article. 

 

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