Customer Add Message Code Message Wizard

Use the Customer Add Message Code Message Wizard to add messages by assigning a defined message to the account. Messages can be a single line or multiple lines. 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. You can also designate that the message should be an alert that displays when the account is loaded so that you are quickly notified. You can view the customer messages from Messages view of the Inquiry.

Tip: Do not confuse customer messages with customer notes. Messages are defined messages and notes are free-type notes for a customer.

Directions:

To open:

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

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

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 Inquiry.
Deleting a Customer Message	Note: This wizard only creates customer messages. To remove customer messages, use the Message view of the Inquiry.