Messages
Messages

Add Message

1. Click Find Account and search for Member.
2. Click Messages. 
3. Choose Member from the drop-down menu.
4. Click Add. 
5. Choose Message Type from the 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 and search for Member.
2. Click Messages.
3. Click the edit pencil icon.
4. Make changes.
5. Click Save.

Delete Message

1. Click Find Account and search for Member.
2. Click Messages. 
3. Click the red X icon.
4. When confirmed, click Yes.

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