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 event window will keep any attachments.
- The event window will keep any message text.
- The event 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.
Did not find what you were looking for? Ask our technical support team.
|