INVENTORY - Communications Tab

Document or schedule or attach a Communication / Note / Alert on a record or event for this Inventory item

• red lettering indicates there is a Communication present
• Refresh to load any Communication / Attachment that may have been added since last refresh and that may not be displaying on this list
•   Communications List Filters / Search / Customization - see Inventory List Customization
• Export selected Communications in .xlsx or .csv format - see Inventory - Export

•   New Communication / Attachment for this Inventory item
  
  • option to Insert Date/Time into the message body
  • Add Attachment(s) of any file type which will copy the file to C:\ProgramData\Spire\media
    • to centralize these files, there is the option to Migrate them onto the Spire Server in C:\ProgramData\Spire\media\(database name)
      • Tools > Migrate Files:

                           

                           

• • • Add Link for a URL or file not in the centralized location mentioned above
    • Open Related (in this case, the Inventory record)
    • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up
    • enter Subject
    • option to select a Type from a preset list or add a New one on-the-fly from the browse list:

                         

• • • option to enter an expanded message in the body
    • Assigned To any user in the system
    • Due Date (triggered by system date, not logon date) - schedule the message to:
      • pop up at the Assigned User’s logon:

                               

• • • • • view all scheduled Alerts in Tools > View Notes Due Today
      • display a yellow banner when this Inventory record is opened 

                             

• • • • display on the Assigned User’s Calendar, where the Communication can be viewed and accessed, with view options:

• • • • • Show Modules to select which Modules you wish to see Communications for, based on which Modules your User Settings allow
        • Show Users to select which User’s entries you wish to see in your Calendar - activate in User setting View All Calendars (each User’s entries will be a different colour)
        • Show Unassigned to also see entries not assigned to any User (Unassigned entries will be black)
        • Show Completed to display all Calendar entries marked as Completed
      • Number - option to sequence the communication for sorting in Filters and Reports
      • Completed Date - enter any date here to stop notification
      •   Print - select which Sales or Purchase Order form the message is to print on from the Where drop-down list

                                                                   

 

• • • •   Alert will cause:
        • a red banner to display when this Inventory record is opened

                                 

• • • • • activate a pop-up message when the Inventory item is used in a Sales or Purchase Order:

                                   

• • • •   Save or   Save and Close or  Save and Create New

• • the Communication will also display in the Communications module where you have access to the following:

• • • Mark Completed to insert the current logon date in the Completed Date field so the alert no longer pops up for the selected Communication(s)

• • • Open Related (in this case, the Inventory record)

• • • Edit / Delete the selected Communication(s)
    •   Print reports (see Reports) on the selected Communication(s)
    • right-click to access the Context Menu:

                            

 

Note that the colour of the banner displayed indicates the ‘status’ of the note:

• Yellow - a date has been entered
• Red - ‘Alert’ has been checked
• Blue - no date has been entered, and ‘Alert' has not been checked