The Message Centre is like an inbox. You can access it from the File menu or by clicking the Messages button on the toolbar (if the button has been removed you can add it back).
Note
The Messages toolbar button shows the number of new messages you have received.
You can setup agrē to send notification messages to your Message Centre when certain changes or events occur (like when postings are made to closed accounting periods, or a supplier payment batch is waiting for approval). Since these changes or events may not be apparent to you in agrē, your Message Centre helps keep you informed.
Messages are sent overnight within a day of an event’s occurrence. A sweeper tool scans agrē for any changes or events during the evening (at approximately 1:00 am mountain time) and any applicable messages are sent to your message centre at that time. New messages are bolded, and all messages can be archived for future reference. All unread messages are auto-archived after two months.
Which Activities/Transactions Send a Message?
(Config C) You control the messages you receive and the recipients of the messages through Company Configuration Options. You can also directly send messages to and receive messages from other agrē users.
Tip
You may find it useful to create a security role for messages only. You can allow or deny agrē users access to the messages in the Message Centre. See Users and Roles Overview (Security).
What you'll find:
The Messages toolbar button shows the number of new messages you have received. New messages are bolded until they have been read. You can keep your inbox current by archiving your read and/or old messages. You can only delete messages that are archived by clearing your archive; this ensures that messages in your inbox are not accidentally deleted.
To view a message
On
the File menu, click Messages.
Or click the Messages toolbar button.
The Message Centre window opens.
At
the top of the window, select Inbox
or Archive to view messages in your
inbox or archive.
Inbox is selected by default.
Select
the message to view.
The message appears at the bottom of the window.
Select
the Move Read Messages to Archive after window
closes check box if you want all of the messages you have read
to be archived.
This check box is automatically cleared when you open the Message
Centre window. You must select it each time you open the window
in order to archive your read messages. You can only delete archived
messages.
Click Exit.
You can send messages to other agrē users; they receive the message immediately if they are logged on. Otherwise, they receive the message the next time they log on to agrē.
To create a new message
On
the File menu, click Messages.
Or click the Messages toolbar button.
The Message Centre window opens.
Click
New Message.
The New Message window opens.
In
the To box, select the agrē users you
want to send the message to.
Only active agrē users are available.
In the Subject box, enter the subject (i.e., the topic) of the message.
In the Body box, enter the message.
Click Send.
Use the Message Centre window to delete archived messages from the database. Once you delete a message, it cannot be undone. You can only delete messages that are archived by emptying your archive; this ensures that messages in your inbox are not accidentally deleted. For information on archiving messages, see Viewing Messages.
Note
All archived messages are deleted when you empty your archive; you cannot delete selected messages.
To empty your archive
On
the File menu, click Messages.
Or click the Messages toolbar button.
The Message Centre window opens.
At
the top of the window, select Archive
to view your archived messages.
Ensure you want to permanently delete all your archived messages.
Click Empty Archive.
Click
OK to confirm the deletion.
The archived messages are deleted.