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Agency Message

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The Message item of the Agency section allows users to enter notes regarding the agency. It can be accessed by clicking on the Message item of the sub tree. 


Add a Message

The New Message wizard allows a user to compose and perform actions with a message. These actions include sending it to multiple and varying entities, creating differing types of messages, and setting a message as a task.

The New Message Wizard is accessible from:

  • Actions menu in the integrated Outlook window.

  • Message horizontal panel.

  • Log Message option on the Actions menu.

  • Message button in certain grids.

  • Message sub tree sections.





Add an Action Type

To add an option to the Action Type drop-down menu, visit the Add an Action Type help article. 

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