Welcome to our newly upgraded Messages feature. Let's take a look.

Click Here to Watch a quick video

Step 1: To access this feature you will click at the top of the screen on the envelope icon.

Step 2: Once inside you will see your current list of messages. New messages will appear in bold type and will have a red bubble where you see replies. All read messages will not show in bold and will have a blue bubble where you see replies. On this dashboard you can:

  • Read your messages
  • Reply to messages
  • Compose a new message
  • Go to your "old" messages (original feature) 
  • Check out deleted messages
  • Search your messages

You will also see who has sent you messages, the subject, message information, the number of replies and the date and time the message came in. To remove messages from this area you would click on the red trashcan icon. These messages will then stay in your deleted box.

Step 3: To compose a message click where you see compose new. You can send a message by selecting the staff name from the drop down list (A) or by selecting programs, roles or groups (B) where you see select recipients. 

Screenshot A

Screenshot B

In this new feature you can CC and BCC staff in messages. 

Step 4: Enter the subject and the body of the message. You can now use new formatting tools to make your message stand out.

Step 5: Before clicking send you can check the box to allow recipients to add others in the message and you can attach a file(s).

Step 6: When you go into your messages/threads and open one you will see this toolbar at the top.

Step 7: The first 2 icons are for forwarding and printing. The 3rd icon is a message log. This log will show names, dates and times. The 4th icon is the BCC list.

Print View

Message Log

Step 8: Then you will see the message & responses. This is in thread format and this will help you to stay on track and not miss any replies.

Step 9: You will still have the ability to see who has read the message by clicking the 3 stacked dots next to the date and time.

Let's take a look at some of the set up and permissions

Step 1: There is a new alert that can be set to notify you of new messages or replies. You will find this in the Workflow Manager.

Step 2: Once you enable this alert make sure you have the proper setting enabled under your profile if you would like to receive email or text alerts.

Step 3: When you are working in the system you can allow for notifications to show when a new message is sent. This way you will see this at the top of your screen and then you can check messages on a timely basis. 

Step 4: System administrators must set permissions for staff to use this new feature.

Step 5: Make sure to make the appropriate selections in each staff's profile to allow messages and alerts.

We look forward to your feedback. If you need any further assistance please reach out to us. 

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