Introduction
The Phone Message List is used to manage phone messages.
Form Access
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From the main menu, click Company | Phone Message List.
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From the toolbar, click the drop-down arrow just right of the New Phone Message button and choose Phone Message List (see illustration below).
Field Definitions
| Date/Time – |
Displays the date and time the message was taken. |
| For – |
Displays the name of the message recipient. |
| Who Called – |
Displays who left the message. |
| Urgent – |
Displays whether or not the message’s “Urgent” checkbox has been ticked. |
| Phone Number – |
Displays the caller’s phone number. |
| Message – | Displays other message details. |
Usage
- To create a new message, right-click anywhere in the list and choose New Phone Message from the pop-up menu.
- To edit a message, right-click on it and choose Edit Phone Message from the pop-up menu.
- To delete a message, right-click on it and choose Delete Phone Message from the pop-up menu.
- To show a message as being read, right-click on it and choose Mark Phone Message As Read from the pop-up menu.
- To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
- To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.
Tips
- You can delete or mark multiple phone messages. To highlight multiple phone messages, press and hold your CTRL key and click each phone message.
- You may also select a range of phone messages by highlighting the first phone message in that range, pressing and holding your left Shift Key, and clicking the last phone message in that range.
