The Home Page Messages grid displays the date and time the Message was entered, the clients name and client and staff notes that have been recorded.
 

Existing Messages in the grid can be viewed, edited or deleted and new messages can be added.
 

1.       Select a Message displayed in the grid.
 

2.       The  icon can be used to view and/or edit the client details displayed in the grid.
 

3.       To view the Message in more detail or edit the existing information double click on the selected

row.
 

4.       The Record Staff Message form will allow the user to send an SMS or eMail to the contact or

to the Staff assigned to this message. The Staff notes and Client notes can be amended as required.

5.       Click on Save & Close to save your entry and close the screen.

6.       Alternatively click on the  at the top right hand corner of the screen, a message will appear

“Do you want to save changes” select Yes, No or Cancel accordingly.
 

New Messages can be added by clicking on the  button.
 

1.       Click on the Name button to search for a contact. If the contact is not found click on the Add

New button to enter a new contact.
 

2.       Click on OK to select the record displayed in the grid on the Select Contact form.

3.       The Date and Time will default to the current date and time.

4.       The Staff name will display your name however the message can be assigned to another Staff

member by selecting from the Staff drop down.

5.       Enter Staff Notes and Client notes as required.

6.       The Record Staff Message form will allow the user to send an SMS or eMail to the contact or

to the Staff assigned to this message.

7.       Click on Save & Close to save your entry and close the screen.

8.       Alternatively click on the  at the top right hand corner of the screen, a message will appear

“Do you want to save changes” select Yes, No or Cancel accordingly.
 

9.       If the message is for you it will now appear in the Messages grid.

10.     If the Message was assigned to another Staff member the Message will appear on the Home

Page of that Staff member.

11.     To view a history of received messages see Staff Messages Tab.