Customer Explorer Customer Tree Options & Activities Inner Office Messaging
Customer Tree Options & Activities
When the Inner Office Message tree option is selected, a list of all open and closed messages created for the customer will display in the Active Pane.
An Inner Office Message record may be opened for viewing by double-clicking on the Message row in the Active Pane. User permissions are required for this option; if the User does not have the appropriate permissions, a Message record may not be created or viewed. Right-Click Options are available for Inner Office Message.
Follow the link for detailed information on how to use the Inner Office Message feature.
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