View online messages (list) – Primacy customer support

Updated in version: 5.47

Click Client administration > Lists > View online messages.

–or–

Press CTRL+Q to move the cursor to the quick launch field. Type View online messages.

info (2).jpg The View online messages list contains the Primacy Online messages sent and received: It is divided into two different sections: Message threads (groups of messages to a particular user) and messages (which contains all corresponding message within that particular message thread).

Tasks that use this form

How to send Primacy Online messages through Workplace

Navigating the list

The following tables provide descriptions for the controls in this list. Column positions and headers may have been changed by your system administrator. Columns may have been added to the list or removed. For more information on custom lists and views see how to use lists.

Message thread actions

Action	Description
Actions	Opens a menu of available commands associated with messages. There may be several dimmed commands in the Actions menu. These commands can be made available by first selecting an item from the list.
View	Opens a menu to select or save a layout for the specific list being viewed.
Export to excel	Exports the current list into a new Excel document.
Print review	Opens a Print preview window.
Print	Opens a dialogue box to select print options.
New message	Add a new message to the list for other users to see. This also creates a new message thread.
Close thread	When a series of messages have ceased, you can close the thread so that no other messages will be sent to it.
Properties	The Properties command will appear dimmed if an item is not first selected in the list. Properties will open a window containing the data from the item selected in the list.
Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.

Message thread fields

Field	Description
Employee ID	The employee identification number.
Created by ID	The user ID for the user who started the thread.
Status ID	The status ID of the message thread (ex. Sent, Read, etc.)
To business party ID	The Primacy business identification number for the client you are sending the message to.
Thread ID	Primacy-given thread-specific number.
To	The user who the message was sent to.
Status	The status of the message thread (ex. Sent, Read, etc.)
Title	The given title of the message thread.
From	The user who send the last message in the thread.
Created on	The date this record was created.
Employee	The current employee reviewing messages.

Messages actions

Action	Description
Actions	Opens a menu of available commands associated with messages. There may be several dimmed commands in the Actions menu. These commands can be made available by first selecting an item from the list.
View	Opens a menu to select or save a layout for the specific list being viewed.
Export to Excel	Exports the current list into a new Excel document.
Print preview	Opens a Print preview window.
Print...	Opens a dialogue box to select print options.
Reply	Reply to an existing message in the list.
Mark as read	Mark a message received as Read.
Delete	Delete a received message.
Properties	The Properties command will appear dimmed if an item is not first selected in the list. Properties will open a window containing the data from the item selected in the list.
Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.

Messages fields

Field	Description
Created by ID	The user ID for the employee who created the message thread.
Status ID	The status ID number for the status of the message.
Message ID	The message identification number.
Status	The status of the current message (ex. Sent, Read, etc).
Created by	The user who created the message.
Created on	The date the record was created.
Attachments?	Whether this message thread contains an attachment.