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 an 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 in your data base (Not compulsory). 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. If a
          contact is selected it will show their name, home phone, work phone and mobile
          number in the message.

3.       The Date, Date Entered and Time will default to the current date and time but can
          be changed if required.

4.       The Message Received From is the staff who took the message details, the name will
          default to the name of the employee logged in however this can be changed by selecting
          from the Staff drop down.

 

5.       The Message To is the staff who the message is going to and will appear on their
          home page under messages. The staff member can be selected from the Staff drop down.

6.       Enter Staff Notes and Client notes as required.

7.       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.

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

9.       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.

 

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

11.     If the Message was assigned to another Staff member the Message will appear on
          the Home Page of that Staff member.

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