Difference between revisions of "Field Services - Handling Startup Lists"
Jump to navigation
Jump to search
Line 1: | Line 1: | ||
− | < | + | <ul style="font-family: Verdana; font-size: large; font-weight: bold; font-style: normal; color: rgb(0, 0, 153);"> |
− | < | + | <li style="font-family: verdana; font-size: 12pt; font-weight: bold; font-style: italic; color: rgb(0, 0, 153);"><span class="style1">Messages Types:</span> |
− | < | + | <ul style="font-family: Verdana; font-size: large; font-weight: bold; font-style: normal; color: rgb(0, 0, 153);"> |
− | < | + | <li style="font-family: verdana; font-size: 10pt; font-weight: normal; font-style: normal; color: rgb(0, 0, 153);">Mandatory to be able to send messages.</li> |
− | < | + | </ul> |
− | < | + | </li> |
+ | <li style="font-family: verdana; font-size: 12pt; font-weight: bold; font-style: italic; color: rgb(0, 0, 153);"><span class="style1">My Contacts:</span> | ||
+ | |||
+ | <ul style="font-family: Verdana; font-size: large; font-weight: bold; font-style: normal; color: rgb(0, 0, 153);"> | ||
+ | <li style="font-family: verdana; font-size: 10pt; font-weight: normal; font-style: normal; color: rgb(0, 0, 153);">Mandatory to be able to send messages.</li> | ||
+ | </ul> | ||
+ | </li> | ||
+ | <li style="font-family: verdana; font-size: 12pt; font-weight: bold; font-style: italic; color: rgb(0, 0, 153);"><span class="style1">My Messages:</span> | ||
+ | <ul style="font-family: Verdana; font-size: large; font-weight: bold; font-style: normal; color: rgb(0, 0, 153);"> | ||
+ | <li style="font-family: verdana; font-size: 10pt; font-weight: normal; font-style: normal; color: rgb(0, 0, 153);">Uses the lists above (messages types & Contacts) to send technician messages to Back Office.</li> | ||
+ | </ul> | ||
+ | |||
+ | </li> | ||
+ | </ul> | ||
+ | |||
+ | |||
+ | <p style="font-family: Verdana; font-size: 13pt; font-weight: bold; font-style: normal; color: black;">1.Messages Types:</p> | ||
+ | |||
+ | # Select Messages Types from the System Lists Menu. (In this Menu you can Add/Remove & Edit Messages Types). | ||
+ | # Press the right mouse click in the window. (Property Window Appears). | ||
+ | # 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). | ||
+ | # Select any Message Type - Use Right Click on the selected Message Type and click Edit Current to edit the Message Type. | ||
+ | # 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. | ||
+ | |||
+ | |||
+ | <p style="font-family: Verdana; font-size: 13pt; font-weight: bold; font-style: normal; color: black;">2.My Contacts:</p> | ||
+ | |||
+ | 1. Select My Contacts from the System Lists Menu. (In this Menu you can Add/Remove & Edit Contacts). | ||
+ | <br>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. | ||
+ | <br>3. Click the Close Button. | ||
+ | |||
+ | |||
+ | <p style="font-family: Verdana; font-size: 13pt; font-weight: bold; font-style: normal; color: black;">3.My Messages:</p> | ||
+ | |||
+ | <br>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. | ||
+ | <br>2. Click the Close Button. | ||
+ | |||
+ | |||
+ | |||
+ | Click Here for a How To Movie [[File:movie_icon.jpg]] |
Revision as of 21:12, 6 June 2011
- 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:
- Select Messages Types from the System Lists Menu. (In this Menu you can Add/Remove & Edit Messages Types).
- Press the right mouse click in the window. (Property Window Appears).
- 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).
- Select any Message Type - Use Right Click on the selected Message Type and click Edit Current to edit the Message Type.
- 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.