Memorandum

This is an internal chat within the organization, the chat will be used only by Vanguard Financials Users.

NOTE: This CHAT utility is PUBLIC (Once you activated that window, other Employees will be able to see you as "available".)


To access this window, click: Customer relationship management - > Operations - > Messaging - > Memorandum.

The following window opens up: 

Memorandums Main Page

 

Creating a Memorandum

Creating a Memorandum

On the screen Above:

Message - Enter the intended message that's to be sent to the specified group. 

Recipients - Choose by ticking the checkboxes next to the appropriate recipient group.

To send the message to the selected target group, then click on the SEND Button

Toggle Section - To select all items at once instead of selecting them individually,

Toggle Flag

On successful completion you will get a pop-up message confirming that the operation was successful.

Successful Creation of a Memorandum