Tabs: Inbound, Outbound, Tasks, Closed, New Message
Use this routine to create and/or review communications between STORIS users using the STORIS Messenger. You can
send new internal email messages,
review inbound email messages,
track and review outbound email messages,
link documents to messages sent,
purge messages, and
track and review closed messages (that is, view messages eligible for purging).
When you first access this routine, the Inbound tab displays new messages (if any) for the log-on user. To access another user's mailbox, click the Clear button at the bottom of the screen and enter the ID of the new user into the Viewing Mail For field. Note that the Clear button is active only for mail administrators (that is, users with a check at the Mail Administrator field in the User file).
Use this tab to access STORIS Mail messages received for the selected user.
Received mail messages display in the grid and include the following information:
Status - read or unread.
From - ID code of the sender.
Subject - message title.
Received - date on which message was received.
Time - time of day at which message was received.
To open a message, double-click on the line from the grid to access the Message Review window.
Use this tab to access STORIS Mail messages sent by the selected user, including the following information:
Status - read or unread.
Sent To - ID code of the recipient.
Subject - message title.
Sent - date on which message was sent.
Time - time of day at which message was sent.
To review a sent message, double-click on the line from the grid to access the Message Review window.
Use this tab to access open and closed tasks assigned to the selected user, including the following task information:
Status - open or closed.
From - ID code of the sender.
Subject - message title.
Received - date on which the task was received.
Time - time of day at which the task was received.
If using Customer Service, the system
automatically creates task messages for any situation that requires a service employee to be "tickled", and
assigns the task to the coordinator.
To review a task, double-click on the line from the grid to access the Message Review window.
When you select an item from the grid, you have the option to execute
the attached link via the Link option at the Action field on the Message
Review screen. The link accesses a STORIS document via either the
Entry or Inquiry process for that document. For example, for customer
service documents, the link is to the Service Order.
To delete a task with a linked document, if the Mandatory option on the
New Message tab is enabled for the task, you must first access the linked
document before you can delete the task.
Use this tab to access deleted mail messages, including the following information:
Status - open or closed.
From - ID code of the sender.
To - ID code of the recipient.
Subject - message title.
Date - date on which the message was deleted.
Time - time of day at which the message was deleted.
Deleted mail messages are eligible for purging via the Purge Messenger Activity routine. To review and/or manually purge a message, double click on it and then click on the Delete button in the Message Review window.
Use this tab to create and send new mail messages to other mail users/groups. Included on this tab is the option to link STORIS documents to the mail message, for example orders, invoices, or purchase orders.
Following entry of the new message information, click the Save button at the bottom of the screen to send the mail message.