EDIFICE Inquiry - Messages View Prompts

Viewing Messages

A list of messages and alerts display for the customer or location.  

The list can be sorted and filtered so that you only see the desired ones.  To sort, click the desired column heading.  To sort in reverse order, click the column heading a second time.  

Use Settings to add or remove the columns to display.  column order can be changed by dragging the column header to the desired location.  

Filter

To limit the messages to those that meet certain criteria, click Filter next to the desired column heading.  The available filter choices display.  Here is an example of Message filter, which you can use to look for a specific message.

To select the choices to use as criteria, click to check the desired box or boxes and then, click OK.

Note:  Advanced filtering options are available by clicking Text Filters.

Maintaining Messages

Messages for an account can be added, changed and removed.

• Add message - To add a message, click Add Message and the Add Messages Wizard opens for adding a message.  

• Edit Message Codes - To change the content of a message, click to highlight the desired message and then click Edit Message Codes .  Message Maintenance opens where the message can be edited.  

• Remove Message - To remove a message from the account, click Remove Message .  At the delete message, prompt click Yes to delete or click No to save the message.

Alerts

Messages can be set as an alert or removed as an alert.

• To include the message as an account alert, click to highlight the alert and then click Alert --> Show messages as alert.

• To exclude a message as an alert, click to highlight the message and then click Alert --> Do no show messages as alerts.

To view the following reports, click Reports and then select the desired report.

• Credit Messages - View Credit Messages for the account
  Tip:  Do not confuse customer messages with customer credit messages.  They are two separate types of messages and have separate functions.

• Message Codes - View messages and alerts for the account

• Reason Code - View reasons for the account

To see additional options, right-click within the grid.  

• To expand all rows in the grid, click Expand All.

• To collapse all rows in the grid, click Collapse All.

• To copy the information highlighted in the selected rows, click Copy.

Printing & Exporting Functions - These functions can be handy for further manipulating or formatting the data or sending copies to coworkers.  In addition, Print and Print Preview functions are available.  

• To begin printing a report of the items in the list, click Print.  

• Or, to view a list of the account messages in the Print Preview window, click Print Preview.

• To create a Microsoft Excel spreadsheet from the list of messages, click Save as Excel.  
  Tip:  This can be handy if you want to further manipulate the list.

• To create a PDF document from the list of messages, click Save as PDF.

• To create a Microsoft Word document of the list of messages, click Save as Word.

The Windows Save As steps:

• At the Save In field, navigate to the desired location.

• At the File Name field, enter a file name.

• The Save as Type is set based on the Save as selected:

• Excel document to save as an Excel file.

• PDF to save as a PDF document.

• Word Document to save as a Word document.

• Click Save .