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.
To create a message in the Agency section, navigate to Message in the sub-task menu.
The New Message window will open with related entities attached.
In Message, enter the following:
The action type for this message.
The description for this Action type.
A subject that will accompany the message.
The body text of the message.
In Make This, enter the following:
First Drop-Down Menu
The type of communication (message, task, etc.)
Second Drop-Down Menu
The date of the communication.
In Message Link, enter the following:
Select additional items for this message to be attached to.
Select where to search for your desired item.
The value by which
This drop-down menu will offer result selections based on Search Type and Search Text.
In the Attached To group, view all of the menu items to which this message will be attached.
Depending upon the window accessed, click the Finish or the Save Message button to save and submit this message.
Add an Action Type
To add an option to the Action Type drop-down menu, visit the Add an Action Type help article.