Messages
Messages

Add Message

1. Click Find Account > Search for Member
2. Click Messages 
3. Choose Member from drop down menu
4. Click Add 
5. Choose Message Type from drop down menu 
6. Add message text
7. Leave status as Active
8. Set expiration date if applicable
9. Review Deny & Display During settings. These are defaulted from the message type and generally do not need to be changed.
10. Check attach to family if applicable
11. Click Save 

Edit Message

1. Click Find Account > Search for Member
2. Click Messages
3. Click edit pencil icon
4. Make changes
5. Click Save

Delete Message

1. Click Find Account > Search for Member
2. Click Messages 
3. Click red X icon
4. Confirmation > Click Yes

NOTE: Messages are never permanently deleted. They can be viewed or undeleted by clicking Display Deleted on the Messages screen.