Client Management Inner Office Messaging Creating a New Inner Office Message
Creating a new Inner Office Message
To create a new Inner Office Message, follow the instructions below.
1. Open the Customer Explorer record for which a new Message will be created. Highlight the Inner Office Message option on the customer tree; right-click and select the New Message option.
ss3286
2. The New Inner Office Message form will be displayed. The User must make selections in all required fields to be able to save the Message. Data entry fields on this form will be described on the next page.
.png)
2082