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This guide has been reviewed against our global client base and classed as relevant to all regions |
Messages & tasks can be accessed via the Organiser (and also via the envelope icon at the top of the main menu bar) and can be created from the Organiser or an individual record (e.g. property, applicant, landlord, tenancy, estate, etc.)
Messages can be sent within your organisation and have the option of adding task functionality to them
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- when creating a message as a task, this allows a task type and date for the task to become active to be added
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- when done, a task needs to be marked as completed, and will then be removed from the messages/tasks list (although a record of it is always stored on the system)
All tasks and messages can have the records associated to them - this ensures that the task/message is logged as a journal entry and will be shown in the Activity Feed for the associated record
1. Accessing messages & tasks Messages |
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& Tasks can be accessed from the Organiser |
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panel & also from the envelope icon |
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on the |
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main menu |
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(top left)  | |
2. New message/task notification A flag to show new unread messages is shown on the Organiser and the main menu bar From the Organiser | |
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panel:
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From the |
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envelope icon:
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3. Creating a new message/task New messages/tasks can be created from the Organiser panel or via the screen shown when clicking the envelope icon |
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and also from within a record From the Activity Feed:
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4. New task screen Complete the task screen:
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Un-ticking Task removes the task functionality and sends the item as a message instead Task functionality allows a task type and a date to activate the task to be set - it also allows the task to be marked as completed and will save record of it in the associated records journals Therefore when any of the above features are required, it is recommended that a task is used, rather than sending as a message | |
5. Marking a task as completed When a task has been carried out it can be marked as completed From the task screen:
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6. Tasks in the journal Tasks are stored in the journal of the associated record From the journal:
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7. Messages and tasks screen
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How to use the task and message functionality in AgencyCloud |