We wanted to make accessing your Inbox and incoming Messages extremely easy and accessible no matter where you're at in the application. We also wanted to consolidate Messages from across multiple applications into one easy-to-access Notifications area. New Messages from either Patrolguide or Inteliguide will show up in the Notifications fly-out, and you can click 'View All' to access your Inbox.
Don't forget to check out Basic List Navigation in Tips & Tricks.
Note: Users can access their Inbox by clicking on the Notifications fly-out and clicking on 'View All.'
List
Search By
- Subject
Filter By
All Users
- List of Active Users scoped per the current Franchise Context
Date Range
- Start Date
- End Date
Sort By
- Newest First
- Oldest First
Bulk Actions
- Delete (this is FULLY destructive, but only affects Your Inbox)
Clicking on the List Item link will take you to the Inbox Message Details.
Details
Main Info
Subject of the Message comprises the Header. Sub header contains the User who posted the Message and when it was posted. Directly below is the body of the Message. Following that is a expandable/collapsible total collection of Recipients.
Actions
- Reply
- Reply All
- Forward
- Delete (this is FULLY destructive, but only affects Your Inbox)
Form
There are a number of actions that Users can trigger via the List and Details Actions. Your Role determines the way in which you can Reply, Reply All, and Forward messages.
Full Action Accessibility
The following Roles can Reply, Reply All, and Forward w/ Attachments to ANY Role and add ANY Role as additional recipients; including Client recipients.
Full Action Accessibility - Sans Client Replies
The following Roles can only Reply, Reply All, and Forward w/ Attachments to Internal Roles and add Internal Roles as additional recipients ONLY; no Client recipients.
Restricted Action Accessibility
These Roles can ONLY Reply to the original Sender of the Message, despite the quantity of recipients. They have no ability to attach Attachments, select additional recipients, or Reply All.
For more info on the form in its various iterations, see Create Message Form.
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