Group System User Sending - Revision history

Philip Lacey at 19:56, 9 November 2014

2014-11-09T19:56:33Z

Philip Lacey at 14:06, 16 August 2014

2014-08-16T14:06:16Z

Philip Lacey at 14:03, 16 August 2014

2014-08-16T14:03:14Z

Philip Lacey at 14:02, 16 August 2014

2014-08-16T14:02:49Z

Philip Lacey: Created page with "Business Express (BeX) can send group text messages and group emails to users of the system. The grouping of users is a simple process which uses the User Lookup screen to gr..."

2014-08-16T14:02:18Z

Created page with "Business Express (BeX) can send group text messages and group emails to users of the system. The grouping of users is a simple process which uses the User Lookup screen to gr..."

New page

bxp software (bxp) can send group text messages and group emails to users of the system. The grouping of users is a simple process which uses the User Lookup screen to group the people to contact.

[[File:User_Send_Grouping.png|||left]]

The search will return everyone if all the fields are blank.

Filling in details will reduce the user list to only those with those details.

For example to send to all the people in a department, select the department from the Department drop down list and then click "Lookup user". The next screen will list how many people to receive the message.

The same approach can be used for all the fields.

This does require a number of factors to be in place:

# Users must have their correct email / mobile details filled in.
# Placeholders will also be included, but retired will not.
# If a grouping criteria is used, such as department, that users are kept up to date with the correct department information in their accounts.

← Older revision		Revision as of 19:56, 9 November 2014
Line 24:		Line 24:
	# - Placeholders will also be included, but retired will not.		# - Placeholders will also be included, but retired will not.
	# - If a grouping criteria is used, such as department, that users are kept up to date with the correct department information in their accounts. These details are managed through System Access Management [[File:016.png]]. Users can also keep their contact details up to date through the Change "My Details" functionality in the I Want To bar at the bottom of the screen. Details available in the training doc CC-1-1 [[Contact_Centre_Training]]		# - If a grouping criteria is used, such as department, that users are kept up to date with the correct department information in their accounts. These details are managed through System Access Management [[File:016.png]]. Users can also keep their contact details up to date through the Change "My Details" functionality in the I Want To bar at the bottom of the screen. Details available in the training doc CC-1-1 [[Contact_Centre_Training]]
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		+	[[Category:Module Specific:System Access Management]]
		+	[[Category:Module Specific:Communications Centre]]
		+	[[Category:Topic:Communications]]

@@ Line 4: / Line 4: @@
-The search will return everyone if all the fields are blank.
+The search will return everyone if all live, training and placeholder users if the fields are blank.
@@ Line 23: / Line 23: @@
 #  - Users must have their correct email / mobile details filled in.
 #  - Placeholders will also be included, but retired will not.
-#  - If a grouping criteria is used, such as department, that users are kept up to date with the correct department information in their accounts.
+#  - If a grouping criteria is used, such as department, that users are kept up to date with the correct department information in their accounts.  These details are managed through System Access Management [[File:016.png]].  Users can also keep their contact details up to date through the Change "My Details" functionality in the I Want To bar at the bottom of the screen.  Details available in the training doc CC-1-1 [[Contact_Centre_Training]]

← Older revision		Revision as of 14:02, 16 August 2014
Line 1:		Line 1:
	bxp software (bxp) can send group text messages and group emails to users of the system. The grouping of users is a simple process which uses the User Lookup screen to group the people to contact.		bxp software (bxp) can send group text messages and group emails to users of the system. The grouping of users is a simple process which uses the User Lookup screen to group the people to contact.

−	[[File:User_Send_Grouping.png\|\|\|left]]	+	[[File:User_Send_Grouping.png\|500px\|\|left]]

@@ Line 21: / Line 21: @@
 This does require a number of factors to be in place:
-#  Users must have their correct email / mobile details filled in.
+#  - Users must have their correct email / mobile details filled in.
-#  Placeholders will also be included, but retired will not.
+#  - Placeholders will also be included, but retired will not.
-#  If a grouping criteria is used, such as department, that users are kept up to date with the correct department information in their accounts.
+#  - If a grouping criteria is used, such as department, that users are kept up to date with the correct department information in their accounts.