Sending Messages

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The Messages page contains a chronological record of every communication sent to the contact, whether through a campaign in the Communications module, or an email sent from the Home module of ConcourseSuite.

You can access the Messages page by clicking the Messages sub-tab on the Contact Details page, as shown in Figure 1.

 

Contacts_details

Figure 1 Accessing the Messages Page

You can review every message that has been sent to a contact. You can also send a message to a contact by clicking New Message. The New Message page is displayed, as shown in Figure 2.

 

contact_new_message

Figure 2 The New Message Page

Enter your email address, the subject of the email, and the message.

You can attach documents to the new message. Documents can be directly uploaded while writing the email or selected from any of the following modules:

Accounts
Contacts
Projects
Documents

To attach documents to your messages, follow the steps listed below:

1.Click the Select link.

The Attach New File page is displayed, as shown in Figure 3.

 

messageToppage

Figure 3 The Attach New File Page

2.By default, the documents available in the Contacts module are displayed. You can select the module that contains the documents to be attached, as shown in Figure 4.

Selecting the module displays the folders and documents stored in that module.

 

contact_message_attachment_module

Figure 4 Selecting the Module

3.You can also attach documents from your local hard disk. Click Browse to upload a new document, as shown in Figure 5.

 

messageToppage

Figure 5 Locating a Document to Upload

The Choose file window is displayed, as shown in Figure 6.

 

contact_choosefile

Figure 6 The Choose File Window

4.Select the file and click Open.

The name and location of the selected file is displayed, as shown in Figure 7.

5.Enter a subject.
6.Click Upload, as shown in Figure 7.

The uploaded file with the subject "New File" is displayed in the list of selected files, as shown in Figure 8.

 

contact_attachment_upload

Figure 7 Uploading a Selected Document

7.Select the required files to be attached, as shown in Figure 8.

 

contact_attachment_final

Figure 8 Attaching the Documents

8.Click Attach.

The attached documents are displayed in the New Message page, as shown in Figure 9.

 

contact_messagewithattachment

Figure 9 New Message Page with Attachments

9.Click Send Message.