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Send a note to another user

Once you log in to the TotalAgility Workspace, you can view all messages in your inbox and reply or send new messages to other resources.

This feature lets you effectively communicate within the Workspace itself, without using any Mail Exchange servers.

For example, use this feature to direct a resource to take up a priority case. You can then quickly post a note to the relevant user from within the Workspace. You can also view any unread notes.

A Pending Notes icon appears on the header of your Workspace to indicate pending unread notes. Once you read all the notes, the icon changes to , indicating that there are no unread notes.

  1. On the header, click Notes.

    A list of received notes appears in your Mail Box displaying read or unread notes.

  2. Click Create.

    The Notes - Add New page appears.

  3. On the To list, select a user to whom you wish to send the note.
  4. Enter the Subject and Body content.
  5. Click Send Note.
    Note Click Clear to clear the contents of the note.