Field Services - Handling Startup Lists

• Messages Types:
  • Mandatory to be able to send messages.
• My Contacts:
  • Mandatory to be able to send messages.
• My Messages:
  • Uses the lists above (messages types & Contacts) to send technician messages to Back Office.

1.Messages Types:

1. Select Messages Types from the System Lists Menu. (In this Menu you can Add/Remove & Edit Messages Types).
2. Press the right mouse click in the window. (Property Window Appears).
3. Select Display In Card View. Content will be shown in Card View Design. The Content Can be shown in two different views (Card & List View).
4. Select any Message Type - Use Right Click on the selected Message Type and click Edit Current to edit the Message Type.
5. Edit the Message Type Content and click the Save Button.

• Add New Message Type will open the same window. Edit The content and click Save you will see it in the Messages Types List.
• Close the Messages Type Window when done.

2.My Contacts:

1. Select My Contacts from the System Lists Menu. (In this Menu you can Add/Remove & Edit Contacts).
2. In this section you can Add / Edit and Remove Contacts.

• Press right mouse click and select Add New.
• Write Contact Properties.
• Click Save to save the contact - Click Save and Add New to Clear the Contact Properties Field and add new Contact Properties - Click Return to Close the dialog and return to the Contacts List.
• Contacts can be viewed in both Card & List View.
• Contacts Columns can be editted anytime by pressing right click on the screen and select Show Column Chooser and remove or add any available field.
• You can anytime select a Contact, pressing right a click on it and selecting Remove Selected to delete any Contact. After that a confirmation window will appear - Click Yes button.

3. Click the Close Button.

3.My Messages:

1. Select My Messages from the System Lists Menu.

• In this Menu you can Send and Resend Email Messages, Edit Current Message and resend it.
• Press right mouse click and select Add New.
• Message To: shows you the contact(s) you want to send an Email Message, choose a contact.
• Message Type: shows you the message(s) type(s), choose one.
• Subject is a free field, you can type the message subject.
• Message Body, is where you type the email message you want to send.
• Click Send Message to send the message.
• Click Save Message to save it.
• Press right mouse click and select refresh to see the new added message.
• You can Edit the message at anytime but, you cannot delete any message.
• Messages can be displayed in List View or in Card View.

2. Click the Close Button.

Click Here for a How To Movie