Creating Standard Messages

Related Topics

The Standard Messages window lets you add, display, maintain, or delete standard messages used by collection officers in Collections. Each collection officer can have a different set of standard messages. On the Collections – Administration menu bar, select Maintenance, then select Standard Messages to open the Standard Messages window. The Definitions tab will appear on top.

Standard Messages - Definition

How do I? and Field Help

To add a standard collection message, complete the Msg ID, Tooltip, and Message Text columns. Then, select Save. Select Add to add more rows to the grid on the Definitions tab.

Column Heading Description

Delete

To delete a message, select the Delete checkbox next to the message you want to delete and select Save. Select the All button to select all the checkboxes. Select the All button again to clear all the checkboxes.

Msg ID

The message identifier (ID) associated with the standard collection message. The identifier is defined by the collection officer and can be any combination of alphanumeric characters

Length: 3 alphanumeric

Keyword: OM

Tooltip

The tool tip that will appear when you move your mouse over the button.

Length: 30 alphanumeric

Message Text

The standard collection message.

Length: 65 alphanumeric

Keyword: OT

Now select the Assignments tab to assign an icon button to your message.
Standard Messages - Assignments

The Available Images grid displays the images available for use with the standard messages. Select the Image down arrow to select the button image. Then, select the Message down arrow to select the standard message text you entered on the Definitions tab. Then, select Save.

Column Heading Description

Button

The order of the buttons that will appear on the Notes subtab.

Image

Select the Image down arrow to select the button image.

Message

Select the Message down arrow to select the standard message text.

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