SALES ORDERS - Communications tab

Document or schedule or attach a Communication / Note / Alert on a record or event for this Sales Order

• Refresh to load any Communications that may have been posted since last refresh and that may not be displaying on this list
•   Communications List Filters / Search / Customization -  see Sales Orders - Access / List Functionality 
• Export Communication details in Excel or CSV format - see Sales Orders - Export

• Create Note (Communication / Attachment) for this Sales Order
  • option to Insert Date/Time into the body of your message
  • 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 path that is not in the centralized location mentioned above
    • Open Related (in this case, the Sales Order)
    • 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 Type from a preset list or add New one on-the-fly from the browse list:

                         

• • • option to enter an expanded message in the body
    • Assigned To any user set up in the system

• • • Due Date (triggered by system date, not logon date) - schedule the message to
      • popup at the Assigned User’s logon 

                           

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

             

• • • display on their Calendar, where the Communication can be viewed / accessed, with view options:

 

• • • • Show Modules to select which originating Modules to display, from modules you currently have access to
      • 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 numerically code or sequence the communication for sorting in Filters and Reports
    • Completed Date - enter any date here to stop notification
    • Print - Where - option to select which form the message is to print on for this Sales Order 

                     

• • •   Alert will cause a red banner to display when this Sales Order is opened

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

• Create Email - see Sales Orders - Email
•   Edit /  Delete selected Communication(s)
• 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 this alert no longer pops up, for the selected Communication(s)
    •  Open Related (in this case, the Sale Order)

 

• Communications Context Menu - right-click on any line(s) to display

         

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