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Amending a communication

Amending a communication

Owned by Zaac Totonjian (Unlicensed)
Last updated: 07 Mar, 2024 by Yolande (Deactivated)
3 min read

Having created a communication (general or unknown absence) you are now able to amend your message in the following ways:

  • Add Recipients

  • Remove recipients

  • Change the view of your list 

  • Change the options of your message (Edit Communication Type,  Revert Subject and Message)

  • Change the body of your message 

  • Add/remove attachments

  • Deactivate the message as it is no longer needed

 

To add recipients


Recipients can be added:

  • Individually

  • Collectively

To add recipients Individually:

  1. Search and select Individual recipients using the Search Bar tool.

To add recipients collectively:

  1. Click Add Multiple.

     

    A new screen will appear.

     


  2. Enter the relevant information into data entry fields.



  3. Click Search



  4. Once recipients are confirmed, click Select x People. 


After this step you are ready to generate the message (see Generating a communication). 

 
To remove recipients:

Individually

 

  1. Search the recipient's name in the bar.

  2. Click the X beside their name.



In Bulk


We have added the ability to Delete All recipients to a draft communication, whereas in the past recipients had to be deleted one by one.

 

 

 

 

 

 

 



To change the view of your list:

  1. Click View.

     

  2. Select Table View or Grid View from the drop-down.

Your Message Draft will appear as the message set in Configuration. 

To Change the Options of your message

  1. Click Options.

     

  2. Select Edit Communication Details or Revert Subject & Message.

Option

Description

Option

Description

Edit Communication Details

Changes communication type i.e. channel of communication through which the message will be received

Revert Subject & Message

Reverts the subject and message back to their defaults for communication type: Unknow Absence SMS (for this example)

  1. Edit Accordingly.


  2. Click Save/Revert.

 

To change the body of your message

  1. Click inside the text box for the body of the message.


  2. Edit.

To deactivate a Draft message as it is no longer needed

  1. Click Deactivate

     

 After deactivating (Step 1.) an unwanted Draft message the option to delete the unwanted draft becomes available (Step 2.).


 

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