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Switching from Event to Message

If you are working on an event (Note, Phone etc.), you can switch to a message anytime. Go to the main menu in the event window and under Home click on Message.

  • The window layout will change to the message layout.
  • The Subject field will be filled in with the request tag (if the field does not contain one already); otherwise the window content remains the same.
  • The field To will be filled in with the user who was filled in the To field in the Event window.
    • If no user was filled in the To field in the Event window, the To field will remain blank.
  • The message window will keep any attachments.
  • The message window will keep any message text.
  • The message window will keep time reported in the main menu under the Home category.
  • The message window will keep the Exclude from invoice and Show to requester options in the main menu under the Home category.

 

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