Difference between revisions of "17 Telephone Message"
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Simon Clive (Talk | contribs) (Created page with " Telephone Message for an Employee Do you know how to create a Telephone message for an employee? From the main menu select the message tab at the bottom of the screen. The m...") |
Simon Clive (Talk | contribs) |
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| + | '''Telephone Message for an Employee''' | ||
| − | Telephone | + | <br> Do you know how to create a Telephone message for an employee? |
| − | an | + | |
| − | + | *From any Module on the '''Main Screen''' select the '''Message''' button at the bottom of the screen and the '''Message List''' screen appears. | |
| − | + | *Select the '''New''' button to enter a new message | |
| − | + | *'''Date''' and '''Time''' is automatically set. | |
| − | From the | + | *From the the '''To''' drop down menu '''Select''' the employee's name the message is to be sent to. |
| − | + | *Type in the message in the '''Details''' section | |
| − | Select the New | + | *'''Select '''who the message was from by either selecting '''First Name''', '''Surname''' or search a Company by clicking on the '''Company '''search field at the top right of the screen. |
| − | + | *'''Type''' in the first letters of their name and a list will display, '''Select''' the contact name or company, and their contact details will upload to the screen (if they have been loaded into contacts) or enter contact details in appropriate boxes. | |
| − | Date and | + | *'''Tick''' appropriate box re where message has originated from and what action is required by clicking on the box to select. |
| − | From the drop down menu | + | *When message is completed click '''OK''' and message will be displayed in the '''Employees Message List'''<br> |
| − | + | ||
| − | Select who the message was from by either selecting Name | + | |
| − | + | ||
| − | + | ||
| − | Tick appropriate box re where message has originated from and what action is required by | + | |
| − | + | ||
| − | When message is completed click OK and message will be displayed in the | + | |
Latest revision as of 11:19, 8 July 2011
Telephone Message for an Employee
Do you know how to create a Telephone message for an employee?
- From any Module on the Main Screen select the Message button at the bottom of the screen and the Message List screen appears.
- Select the New button to enter a new message
- Date and Time is automatically set.
- From the the To drop down menu Select the employee's name the message is to be sent to.
- Type in the message in the Details section
- Select who the message was from by either selecting First Name, Surname or search a Company by clicking on the Company search field at the top right of the screen.
- Type in the first letters of their name and a list will display, Select the contact name or company, and their contact details will upload to the screen (if they have been loaded into contacts) or enter contact details in appropriate boxes.
- Tick appropriate box re where message has originated from and what action is required by clicking on the box to select.
- When message is completed click OK and message will be displayed in the Employees Message List
