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Messaging within the Web Console

 

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This article gives an overview of how the messaging functions in the Web Console work and how to get best use out of them. Starting with contacting Staff and Clients, then contacting us, and finally getting

Notifications about Visit Assignment and Message Status.

 

Contacting Staff and Clients

First lets take a look at how you would send messages. The principal is the same whether you're contacting Clients or Staff, but there are a number of different places where you can create these messages.

Send messages about a Job

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From within the Manage Job screen, Send Message is the last option in the green drop down menu. This type of messaging is most practical when the message relates to a specific Job.

 

Send SMS to Staff and Clients

You have the ability to send this message to both Client and Staff, when you send a text from the Manage Job screen.

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Key features

1. Recipients
2. SMS Credits gives you an indication of the length of your message
3. Body of your message
4. Any associated Job Details can be included in the SMS
5. With this checked a new message window will appear when you hit send

 

Send Staff or Clients an email

Emails sent from the Manage Job screen will allow you to contact the Staff or Client associated with that Job

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1. Send Email Pane. Note: The '+ Add Custom Email' feature is where you can add recipients that are not Staff or clients assigned to the Job, you can also change the subject line of the message.

2. How the message appears in the email client. Any replies will come to the email address associated with your login.  

Send Staff an SMS

In the Staff List you can send SMS messages to one or more of your team. Simply select who you would like to contact; this can be done manually or by Workgroup.

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Top Tip

1. If you would like to SMS one staff member simply click the message button

 Multiple SMS

2a. Notice there is no Selected button when no Staff are selected.
2b. The Selected button when active. Be careful you can also delete Staff here!

 

From the Messages Tab

Within the Messages tab you have complete visibility of all your messages. This view is consistent within all Messages Tab views for Jobs, Staff and Clients.

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Key Features

1. The Messages tab
2. Send a message
3. Status of message, i.e. Sending, Sent and Failed

 

Communicating with us

If, for any reason, you need to get in touch with the support guys here at GeoOp, you can do this from inside the Console. Go to the menu on the top right and click on the envelope to get started. The new message button is at the bottom of the Mailbox. Email us from here, and find other messages from us including Release Updates and Tutorials.

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Key Features

1. The Contact icon: Click here and your Mailbox will slide out from the right hand side of your screen.
2. The New Message button: Which you'll find at the bottom of your Mailbox.
3. The New Message window: The quickest way to get in touch with us.

Notifications

By clicking on the Bell icon you will reveal any Notifications needing attention. These can be a Message status update (Sent, Sending & Failed) or it will quickly allow you to see if an Assigned Job has become Unassigned by a Staff member

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The Notifications are contained within a drop down at the bottom of the Bell icon, the number of Notifications will be shown in the green circle until the unread Notification count reaches 99, at this point a '+' symbol will appear and your Notifications will continue to rise.

Top Tip

You can clear your notifications by using the 'clear' button top right of the Notifications pane or the 'x' next to each individual Notification.

If another Staff member grabs the Job before you get chance to reassign the Job, a Notification will also appear.

 

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