Customer Add Message Code Message Wizard

Use the Customer Add Message Wizard to add customer messages by assigning a defined message to the account. Messages can be a single line or a multiple lines of messages. You can also enter notes pertaining to the message. For example, if you are not using the Service Management application to track service calls, you can track customer service calls by assigning a message to the account. Messages can also be included with all statements in a statement run. You can view the customer messages from Messages view of the Enhanced Inquiry or during the Customer Messages Panel of the Customer Inquiry.

Tip: Do not confuse Customer Messages with Customer Credit Messages. They are two separate programs and have separate functions.

Directions:

To open:

From the Messages view of the Enhanced Inquiry, click Add Message.

Or, from the Wizards view, click Message Code Message Wizard.

Customer Add Message Wizard Window Example:

Customer Add Message Wizard Prompts
Location Customer	If an account is loaded in the Inquiry, the location and the account that the messages pertain to display. The account is identified as a tenant or an owner. Or, you can enter the location or account for which to display the messages. To look for a location or account, click Search .
Message ID	To select a message, click the desired message in the drop-down list or click Search to look for it. To create a new message to add to the account, click Edit . Message Maintenance opens where you can create a message or edit a message as needed. Required
Contact	Enter the name of the contact person if there is a person that prompted the interaction. This is optional.
Show message as an alert when loading accounts	To show this message as an alert when the account is displayed, click to check this box. To omit this message from the account alerts, leave this box blank.
Notes	Notes about any interaction with the account can be added, using the following tools: Enter / Edit Notes - Click in the area and begin typing. When finished, save your work. Large Editor - To expand the window for easier viewing click Large Editor. The area becomes an enlarged window. Copy to Clipboard - Easily copy a large block of text by highlighting the desired text and then clicking Copy to Clipboard. Paste from Clipboard - Easily paste a block of text from another source to the notes by clicking Paste from Clipboard. Refresh - Re-displays the notes from the last time they were saved and clears all changes made since last save. Clear - Removes all notes currently displayed.
	To complete the entries, click Save. Or, to cancel the entries, click Cancel.
Editing a Customer Message	Note: This wizard only creates new customer messages. To edit customer messages, use the Message view of the Enhanced Inquiry or from the classic Inquiry use the Customer Messages Panel of the Customer Inquiry.
Deleting a Customer Message	Note: This wizard only creates customer messages. To remove customer messages, use the Message view of the Enhanced Inquiry or from the classic Inquiry see the Customer Messages Panel of the Customer Inquiry.