Filopto Help Manual

 

The Message Manager allows users to send, receive and track messages from and to other users of the system.  This communication tool can help users to quickly find answers or leave information or instructions to other co-workers.  The Message Manager permits a user to send a message to a single individual, to a group of users, or to all users.

 

 

Select the New Message button to send a message.  The message dialogue will be displayed from which you can select to whom you will send the message.

 

 

The New Message screen is displayed into which you can create your message.  The "to" drop down box displays a list of system users that can receive the message.

 

 

When a message is received for the user, a pop up window in the lower right of the screen will appear indicating that messages are waiting to be viewed. To remove this message screen you must indicate in the Message Manager that you have read the message by placing a check mark in the Message Read field..  Note at the bottom of the Message Notification screen that it displays how many notifications are waiting for the user.  In the example below theire are 2 messages waiting for the user.

 

 

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The left side of the Message Manager screen contains a Grid listing all messages received.  The grid supports grouping,filtering and sorting (see Data Grid  for more information) The right side of the screen displays the selected message. Users can reply to a message by selecting the Reply to Sender button.  Once a Message has been seen you can remove it from the list by placing a check mark in the Hide Messages that were Read field.

 

To view the messages you have sent select the Messages Sent tab.  Users can hide messages that have been read by placing a check mark in the Hide messages that were read field (1).  Users can acknowledge that they have read a message by placing a check mark in the Read field beside the message (2)., this action also removes the message from the Notification message displayed in the lower right corner of the screen.

 

 

 

The Message field and subject field use the Filopto Spell checker.  (See the spell checker section for more information).

 

Message Manager Find / Sort Options

The Filopto Message Manager grid permit several ways to Find / Sort messages.

 

Use the Column Sort and Filter option.

Hover over the column header and two icons will appear.

 

The    is the Sort option . Click the icon to activate. The down arrow sort descending and the up-arrow sort ascending.

 

The is the Filter option.  Click to open the filter options. The Values tab allows users to filter on the items for the selected column. Users can place a check mark beside the items of interest and the list will be filtered per the selection.

 

The second tab Text Filters provides a more advanced option to filter.

The first field displayed allows users to select various methods to define the search criteria.

 

 

The second field allows users to select  or enter a specific search value.  Enter a partial name or number into the search value field or select from the items displayed in the dropdown.

 

 

When you select a search criterion, the search criteria will be displayed at the bottom of the grid. You must remove the search criteria using the X icon to cancel the search. If the search is still active you will not see the complete list of items.

 

 

 

Advance Filter Option

The other option allows even more flexibility. Activate the filter option at the bottom of the grid.

 

 

This option allows for the user to create their own custom search option. By selecting the press button to add a new condition (1) the  user can define their custom criteria.

 

The second field (2) allows user to define the criteria method to use.

The third field allows the user to enter the value (3) to find.  The searches can be saved for future use. Select the Apply button to execute the search.

 

 

The search is displayed at the bottom of the grid allowing a user to activate or deactivate a search. Select the check mark to activate or not the listed search.  The Customize button permits user to review and change a filter. To remove a filter, select the X icon.

 

 

To learn more,  see the Filopto Help file / Grid section (Data Grid)