How to send Primacy Online messages through Workplace

Updated in version: 5.47

You can send messages to other employees or even a whole company through Primacy Workplace. Additionally, you can reply to those messages to Workplace.

To send a message

1. Click Client administration > Lists > View online messages.
2. Under Message threads, click New message.
   
   
   
   
3. In Title, enter a title for the message you will send.
4. To send a message to the entire company, in To, select a company.
5. To send a message to every user on the system leave the To field blank.
6. To send a message to a specific employee, in To, select a company. Then, in Employee, select a user.
7. In Message, type the message you'd like to send.
   
    To include an attachment, click the Attachments tab. Right-click the list and select Add attachment.
   
   
8. When complete, click Save and close.

The Thread details will close. After sending an initial message, a message thread will be created and will display under Message threads. 

To start a new message thread, click New message.

To view the individual messages within a message thread, click the thread under Message threads. The contained messages for that thread will display in the Messages list below.

To reply to a message

1. Click Client administration > Lists > View online messages.
2. Under Messages, locate and right-click the message and select Reply.
   
    You may also select the message by clicking it once and clicking the Reply button.
   
   
   
   
3. In To, select the business party you would like to reply to.
   
    The From field will default to the logged-in user.
   
   
4. In Message, enter what you would like to reply with.
   
    To include an attachment, click the Attachments tab. Right-click the list and select Add attachment.
   
   
5. When complete, click Save and close.

See also

View online messages (list)