Minimum Version Required: 23.01
Pre-Conditions
Requires IsEmployee Permission
Steps
1. Navigate to the Quick Messages dashboard via the Universal Search Bar.
2. Select either the Send Text or Send email tab.
3. Fill in the Subject and Message fields.
4. Select Customers that will allow to multi select recipients for the message.
TIP: Users may use the Calculator Tool found at the top of any Encompass Table to copy multiple IDs at once. In this case, Customer IDs can be copied and pasted into the Quick Messages dashboard.
5. Click Send Now or schedule the send for a later time to send out the newly created message.
Best Practices
Quick Messages are typically meant for one time messaging in lieu of an Alert.