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How Do I... in the Version 6.0 Take Message Screen?
Send an urgent message
 icon on the toolbar to open the Take A Message screen.Step 2) Select the message type (Phone, Memo, or e-mail). Make sure to click on the urgent box to put a check in it. If the box is left unchecked, then the message will not be marked as urgent. Click here for an example. Step 3) Once the message has been filled out, and the urgent box has been checked, click on send. Click here to go back to the top of the page.
icon on the toolbar to open the Take A Message screen.Step 2) Once a message has been typed, click on the Options  button and choose Save Draft from the menu. Click here
for an example.Step 3) Click on the send to folder option as shown in this picture. This allows you to send the message to a folder until you are ready to finish it and then copy the finished version to the appropriate person(s).
Sending messages to multiple users
icon on the toolbar to open the Take A Message screen.Step 2) Click on the  button next to the 'To:' field as shown in this picture.Step 3) Click on a group (all groups start with an *) or right click on individual users that the message is intended for. This will put a 
next to their name. Click the Ok button when you are done selecting
the recipients.Step 4) Enter the message and click the Send button when done.
Attaching a file to an e-mail message
icon on the toolbar to open the Take A Message screen.Step 2) Click the e-mail picture as shown in this example. Step 3) Fill out the message then click on either of the attachment areas as shown in this example. Step 4) When the attachments window opens, click on the add button to bring up the windows explorer file search window. Up to 40 files may be added using this method. Click here for a picture of the attachments window.
Activate the personal Send Log
 icon on the toolbar to open the program in Full Application mode.Step 2) Click on the 'Setup' menu and choose options as shown in this example. Step 4) Click on the Message tab at the top of the options window. Step 5) Make sure the box labeled "Send Log" is checked as shown in this picture. If this box is unchecked then messages sent by this user will not be recorded in the send log. Having the box checked will cause PHONEslips to make a copy of every message that is sent from this user until they remove that check in the "Send log" box.
Method 1
icon on the toolbar to open the program in Full Application mode.Step 2) Click on the view menu and select 'Send Log', then select 'New' or 'Archive' depending on the situation. Click here for an example. Method 2
 icon on the toolbar to open the Inbox.Step 2) Click on the options button at the bottom of the Inbox
window. A new menu will open, Click Send Log and choose either New or
Archive as appropriate. Click here
for an example.Click here to go back to the top of the page.
Searching the personal SendLog
icon on the toolbar to open the program in Full Application mode.Step 2) Click on the search menu, choose Send Log and select either new or archive as appropriate. Click here for an example. Step 3) A new window with search criteria will appear. Fill out the criteria as needed and click on the find button. Some of the criteria available: Date ranges, type of message (e-mail, memo, phone message), and the message contents. Click here to go back to the top of the page.
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Do you have a topic you would like to see added to the How Do I section? E-mail us and let us know! |
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