View Messages

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View Messages

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View all Network Messages, search for any Message or type of Message you want, save commonly used searches as Filters.

 

In the Menu pane on the left side, click Network.    Click Messages.

 

hmtoggle_plus1Message section layout

 

The LEFT MENU PANE lists all the ABS Modules.   Click Network in this Menu section.

Under Network you will see all the options available in the Network section.

 

The RIGHT PANE shows Filters.   The Unread Messages Filters are always shown at the top of this right pane.  Below that will be other Filters for this Module, including any special Filters you create.

 

 TIP :   You can hide the Filters Pane by checking the Hide Filters checkbox at the top of the pane.

Bring it back again by clicking the menu button at the top right ButtonFilterMenu. Note that this button will be orange if there are new unread messages availableButtonFilterMenuOrange.

 

 

The CENTER PANE contains all the Messages as well as the Search Features.   The very bottom of this center pane shows the detail of the message you have highlighted in the top section.

 

 

hmtoggle_plus1Reading Messages

 

In the Menu pane on the left side, click Network.    Click Messages.

 

In the center pane the Messages in the current Filter are listed.   If you are not in any Filter, then All Messages will be listed.    If you are currently in a Filter, the Filter name will show on the top line of this page after the heading "Network Messages".   Clicking the Clear button ButtonClear will 'clear' you out of any Filter and again show All Messages in this center pane.

Each Message will have a different color icon to show what type of message it is:

IconDIR :   Direct

IconREQ :   Request

IconOVN :   Overnight

IconQOT :   Quote

IconORD :   Order

IconAQS :   AQS

IconCHT :   Chat

IconADV :   Advertise

 

 

Any of these items can show on the Status line:

 

Read by: ROBERT, TROY

"Read by" automatically appears when a User "Reads", ie: clicks on, a message 

 TIP :  When looking at a message someone in your company Sent, the first "Read by" is the person who sent it.

 

Replied by: TROY

"Replied by" automatically appears when a User Replies to a message

 

Assigned to BECKY

"Assign" a message to a User by clicking on the message and clicking the Assign To drop down at the lower right of the message

 

CHK STOCK

This is a "Status".  You can create Statuses in the Administration, Configuration, Network area.  Then assign a Status to a message by clicking on the message to expand it and then clicking the STATUS drop down at the lower right of the message.

 TIP :  Notice that you can select background and text colors for your Statuses so they get your attention.

 

A message that both Robert and Troy Read, Troy Replied to, was Assigned to Becky, and was marked with a Status of CHK STOCK would show this on the Status line:

CHK STOCK  Assigned to BECKY, Replied by: TROY, Read by: ROBERT, TROY

 

 TIP :  You can Search for messages that have been Read By or Replied By a certain person, been Assigned To a certain person, or that have a particular Status set on them.   See "Using Advanced Search" in the Searching for Messages section below.

 

 

Click on a message to see the options available at the top right of the message detail pane.

 

On incoming messages, these options are available:

ButtonsIncomingMsgs

 

On messages you have sent, you have some additional options:

ButtonsOutgoingMsg

 

 

 

In the Unread Messages pane on the right side, the Unread Filters are listed.   The number to the right of each filter name is the number of Unread Messages in this Filter.     When the filter name and its number turns ★BOLD with a star symbol, this indicates that new messages are available.  Refresh the page to see the new messages.

 

These Unread Messages Filters will always stay at the very top of this right pane so you can always see when new messages are available with the attention-getting ★BOLD filter names and message counts .   Below that will be other Filters for this Module, including any special Filters you create.

 

 

hmtoggle_plus1Printing Messsages

 

There are several convenient printing options for printing messages:

 

Print a single message:  Click on the message to show its detail in the lower detail pane.  Click the Print button in the lower detail pane.

 

Print multiple messages:  Check the checkbox next to each message you want to print in the center Message List.  Select the Print button that appears at the top of the Message List.   Note that there is a Master Checkbox at the top of the list that will check all the items in the current list.

 

Print all messages in a filter:  Click the Print button at the very top right of the Message List.

 

 TIPS :  When you click one of the Print buttons, an additional Browser Tab will come up showing the message(s) you selected to print.   At the top of this page will be a Toolbar with options to print, export, and save the selected message(s).   Make your selections, then use the Close button at the top right to close this tab.

 

Once you click the Close button on the Print tab, you will see a box that asks "Printed? Clear Message selections?".   Clicking Yes will bring you back to the Messsage screen with all the messages unchecked.   Clicking No will bring you back to the Message screen with the message(s) you had checked still checked, as if ready to print again.

 

 

 

hmtoggle_plus1Searching for Messages

 

Using the Search by keywords... box to do a general search:

This is a very handy search feature that will search many of the key fields.

 

Simply type what you'd like to search for in the   Search by keywords... box, and click the Search  button ButtonSearch.

 

To find messages from a particlular dealer, type in their Customer Number or part of their company name.

To find messages about a particular make & model, type in that make and/or model.

deere 420       or       hitachi ex120        or         case 580        or       PC200LC

To find messages about a particular part, type in the part number or description.  

367381R1       or       1745042        or         A37731        or       crankshaft       or       hydraulic pump

Click the Search button ButtonSearch.

 

If your search gives too many results, you may want to use the Advanced Search ButtonAdvancedSearch.

 

 

Using Advanced Search:

This set of search features lets you create searches with multiple criteria.   It also lets you save your search as a Filter that can be accessed any time with just one click.

 

Click the Advanced Search button ButtonAdvancedSearch

 

Create the first search criteria by

1) selecting a specific Field to search in the first drop down box,

Created By - any user at any dealer, for example "Robert" would find messages sent by:

ROBERT at ABC Used Parts...

Date

Description - the part description

Direction - In or Out

From - a dealer's Customer ID

Make

Model

Part Number

Read By, Replied By, or Deleted By - one of your users

Status - the Status that you assigned to a message.  See the Statuses section of Administration, Configuration, Network.

Subject - the Subject line of the message

Type - Direct, Request, Overnight, Quote, Order, AQS, Chat, Advertise

 

 

2) select the Search Type from the second drop down box, and

Depending on the Type of field you are searching, you will have options as to what type of search to perform.

A text field will have the options of Starts With, Not Starts With, Contains, Not Contains, Equals, Not Equals, etc.

A date or numeric field will have options such as Equals, Less Than, Greater Than, etc.

A field whose contents are made up of a list, like the Users at your company, the Statuses you've created, or the Message Types, will have the options Equals and Not Equals for you to use with this list.

 

 

3) enter the Search String in the third box.

 

Click the Search button.

 

Add more criteria for your search by clicking the Add button.

 

 

Saving your search as a Filter:

Once your search obtains the results you want, click the Save As button, enter a name for your Filter and click OK.

 

Your Filter will now appear in the Filters section of the right pane.

 

 TIP :  You may modify any Filter, and click Search to use it.  This will not change the saved Filter.  You may save that change to the existing Filter by clicking the Save button.   You may save it to a new additional Filter by clicking the Save As button and naming the new Filter.  Now both the original and newly changed Filters will exist in the Filters section in the right Pane.

 

   

 

 

 

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