Messages and team reminders

Create a reminder message which will appear to subordinates each time they login to actisCRM. The message will be displayed on the home page above the buttons.

Create the message

  1. On the home page, click Create New Message on the Actions tab. The message window will open.
  2. Click in the Message Text field and type the message
  3. Click the Calendar button to set the expiry date for the message – after this date the message will no longer appear.
  4. Click the Save and Exit button to save the message and close the message box.

Amend or delete the message

  1. Highlight the message on the home page and click Amend Message on the Actions tab to make changes.
  2. Amend the message text or expiry date
  3. Click the Delete button to remove the message