Difference between revisions of "Company Messages"
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imported>Aeric |
imported>Aeric m (Text replace - 'Settings > ' to 'File:GearIcon.png > Setup > ') |
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''' | '''[[File:GearIcon.png]] > Setup > Administration > Company Messages''' | ||
Messages can be posted for all Users to see. | Messages can be posted for all Users to see. | ||
| Line 19: | Line 19: | ||
===Adding a Company Message=== | ===Adding a Company Message=== | ||
To add a Company Message: | To add a Company Message: | ||
#Click ''' | #Click '''[[File:GearIcon.png]] > Setup > Administration > Company Messages''' | ||
#Click the '''[New Message]''' button, and complete the following information: | #Click the '''[New Message]''' button, and complete the following information: | ||
#;Subject:Description of the message (for user reference only, not displayed in the Company Message) | #;Subject:Description of the message (for user reference only, not displayed in the Company Message) | ||
| Line 33: | Line 33: | ||
===Editing a Company Message=== | ===Editing a Company Message=== | ||
To edit a Company Message: | To edit a Company Message: | ||
#Click ''' | #Click '''[[File:GearIcon.png]] > Setup > Administration > Company Messages''' | ||
#Click the message you want to change | #Click the message you want to change | ||
#Click the '''[Edit]''' button | #Click the '''[Edit]''' button | ||
| Line 41: | Line 41: | ||
===Deleting a Company Message=== | ===Deleting a Company Message=== | ||
To delete a Company Message: | To delete a Company Message: | ||
#Click ''' | #Click '''[[File:GearIcon.png]] > Setup > Administration > Company Messages''' | ||
#Click the message you want to delete. | #Click the message you want to delete. | ||
#Click the '''[Delete]''' button.<br>A confirmation dialog appears. | #Click the '''[Delete]''' button.<br>A confirmation dialog appears. | ||
#Click '''[OK]''' to delete the message. | #Click '''[OK]''' to delete the message. | ||
Revision as of 00:32, 29 January 2013
> Setup > Administration > Company Messages
Messages can be posted for all Users to see.
About Company Messages
Messages can be formatted using HTML tags, and are displayed for a specified period of time.
The most recently sent message is displayed when a user logs in.
- Considerations
-
- Users who are currently logged in will see the message the next time they log in.
- If two messages are sent, users will see only the last one sent.
Tip: Company Messages are good for scheduled downtime, planned outings, or any announcement for which you can give at least 36-hours notice, to ensure that all users have a chance to see it.
Working with Company Messages
Users that have the Access Control/User Management permission can manage Company Messages
Adding a Company Message
To add a Company Message:
- Click
> Setup > Administration > Company Messages - Click the [New Message] button, and complete the following information:
- Subject
- Description of the message (for user reference only, not displayed in the Company Message)
- Display Start Date
- Display the message beginning from this date
- Display End Date
- Display the message until this date
- Message Description
- Enter the body of the message. Use the toolbar to add rich text (font or style formatting, images or links), or click the [Source] button to edit raw HTML.
- In the Conditional Visibility section, complete the following information:
- Limit Visibility to Teams and their Sub Teams
- Display the Company Message only to specified Teams and Sub Teams
- Use the lookup
to open a Lookup Window and find team names
- Use the lookup
- Limit Visibility to Role
- Display the Company Message only to Users in a specified Role
- Click [Save]
Editing a Company Message
To edit a Company Message:
- Click > Setup > Administration > Company Messages
- Click the message you want to change
- Click the [Edit] button
- Make any necessary changes
- Click [Save]
Deleting a Company Message
To delete a Company Message:
- Click > Setup > Administration > Company Messages
- Click the message you want to delete.
- Click the [Delete] button.
A confirmation dialog appears. - Click [OK] to delete the message.