The Quick Message tool allows any associate to send a popup message to any other station.

Label	Type	Meaning
To:	Associate	The associate to whom the message is to be sent, <all> for all associates the are logged in
Message:	Text	The message
Deliver Later?	Check Box	If checked the message will be delivered at a later date
	Date	The date/time at which the message will be delivered
Expire After	Check Box	If checked, the message will expire if not delivered
Valid Interval		The interval of time on which the message is valid to be delivered
Repeat Type		If the message is to be repeated, how often?
Repeat Times		The number of times that the message should be repeated

The receiving associate will get a popup message like this:

And he/she can respond by clicking on the Respond ( ) button.  A response screen will appear:

And the response will display at the originating associates station.

 

Quick Messages when the Associate is not in the office

When an associate has been setup for offline messaging and the associate is not in the office, their nickname will be displayed followed by the text [OFFLINE]. Any Quick messages sent to him/her will be routed to the appropriate e-mail address.

 

Delayed messaging

You can schedule the quick message to be sent at a later date and time. When you click on the Deliver Later? option, you can enter the date and time to schedule the delivery.

When using delayed delivery, you can also set a lifetime for the message. If the Associate has not received the message by the expiration date and time, it will be deleted from the delivery queue without any further notification.

When the Quick Message Bridge is used, any delayed message sent to an associate that is not online at the scheduled delivery time, will be routed as an offline message.

 

Quick Messages and Workflows

Quick Messages can be created by Workflows. an interesting use of this mix is to create reminders of appointments the day before the appointment. Here is how that is done:

Adding a workflow

Simply add a workflow, lets name it Reminder that apply to Appointments:

And add the Quick Message activity to the workflow:

Set the fields to the following:

Message

You have an appointment with [\Name#1] on [\On#1] at [\Time#1]. Contact phone is [\Phone#1]

To

[\With#1]

On

[\On#1@-1d@PreviousBusinessDay]

Note that you can follow any kind of rule you wish. These settings will produce Quick Messages the previous business day, sent to the associate in the appointment and with the text shown in the message field.

Automating the process

Now view any appointment, and click on the info button for the On field and select Workflows and then Reminder.:

What this does is that anytime the date is changed, the reminder workflow will be run.

The workflow will create a delayed quick message. If the associate is logged in at the time of the delayed message he/she would see a quick message on the Desktop. Since we did not provide a time, the system will assume mdnight, an unlikely time for anyone to be in the office.

In this case, the quick message will be sent as an offline message, creating an e-mail in the associates phone or laptop. An automated reminder system.