Messages

Messages

Messages Modal Pop-up

Below is an example of Messages in the modal pop-up.

Note the Messages shown have been generated from various sources, are of high, medium and low priority and there's a mixture of actioned, read and unread Messages:

The Messages modal pop-up has the following features and functionality:

Message Modal - Filter Check-boxes

There are two Message filter check-boxes available; Reports & Exports and Show Unread:

Checking the Reports & Exports box will filter the list to only show Messages related to MRI Evolution Reports or Exports of grid data.

Checking the Show Unread box, as its name suggests, will filter the list to only show Messages with an Unread status.

Message Modal - Sorting Toggles

There are two Message sorting options available; Most recent and Oldest:

Clicking the Most recent button/link will:

• sort the Message list to show the latest received Message at the top through to the oldest received at the bottom of the list

• toggle the Most recent button/link to show the Oldest button/link

Clicking the Oldest button/link will have the opposite effect to the Most recent button/link.

Message Modal - Mark All Read

A Mark all as Read hyper-link is available in the Message modal pop-up:

As its name suggests, clicking the Mark all as Read hyper-link will update any Messages in the list with a status of Unread to be Read.

Message Modal - Message Elements

1. Subject - hyper-link to open the Message page

2. Priority - Coloured circle and text to denote the priority:

   • Green = Low

   • Orange = Medium

   • Red = High

3. Message Source Icon - where possible the icon can be clicked to open the source of the Message directly from the modal pop-up, see below for a list of the different source icons

4. Body - the body text of the Message

5. Source - the generating source of the Message, click the icon to open the source record directly, the icon may not be click-able in Evolution Reach since not all records can be opened in Evolution Reach

6. Created Date - the date the Message was created

7. Message status:

   • Unread

   • Read

   • Actioned

Message Modal - Message Icons

Messages can originate from the following sources:

• - Purchase Orders

• - Tasks

• - Task Events

• - Manual Messages

• - Quotes

• - Projects

• - Facilities Bookings

• - Issue PPM Tasks

• - Concept Reports

• - Grid CSV Exports

• - Grid HTML Exports

• - Sales Invoices

• - Sales Credit Notes

• - Scheduled Task Templates

• - Crystal Reports

• - Generic Events

• - URL Links

Message Modal - Message Expiry

From version 6.0.1.0 onwards, Messages can have an ExpiresUTC date applied to them. Therefore, if a Message has an ExpiresUTC that is earlier than the current UTC date, the message will be excluded from the user's Messages.

Message Modal - System Messages

From version 6.0.1.0 onwards, Messages can have an IsSystem flag applied to them. All users will see system Messages as well as their own Messages, subject to permissions granted, an ExpiresUTC date, the Message having been deleted and any other filters applied by the user.

System Messages are subject to a new securable - View and Manage System Messages:

• Read controls whether the user can see System Messages

• Update controls whether the user can update the Read/Unread status of System Messages

• Delete controls whether the user is able to Delete System Messages

Message Modal - Open Messages Grid

The button will open the main Messages grid in a new browser tab.

Grid Icons and Filters

Icon	Feature	Description
	Header Icons	The Message icon in the MRI Evolution header will change depending on the Messages for the current user. Click on the relevant header icon to open the Message modal pop-up.
	No Unread Messages	There may be Messages for the current user but none of them have a state of Unread.
	Count of Unread Messages	There are unread Messages for the current user of different priorities, the circle colour shown will be for the highest priority unread Message(s) and the number in the coloured circle shows the number of unread Messages with a status associated with the circle colour. The circle colours relate to the following Message priorities: Green = Low Orange = Medium Red = High
	Grid Icons
	New	Click to open the Message page for a new Message.
	Edit	Select a Message in the grid and click to Edit the Message.
	Refresh	Click to refresh the grid.
	View Source	Select a Message in the grid and click to directly open the record where the selected Message originates from, such as a Task or Quote that requires Authorisation.
	Mark As Read	Select a Message in the grid and click to change the state of the Message to be Read.
	Apply Filter	Clicking the Apply Filter button will filter the grid to show only records matching values entered in the Due in Hours and Search fields.
	Mark As Actioned / Unactioned	Select a Message in the grid and click to change the state of the Message to be Read.
	Delete The Message	Select a Message in the grid and click to

To add a new Message click New :

To edit an existing Message select the record in the grid and click Edit, click the envelope icon in the grid record or double click the grid record:

Click to view - Manual Message Fields and Descriptions

Field Name	Description
To (button)	Click to open an assignment window. The assignment window allows users to select one or more user accounts to receive the message.
Subject	Free type field for users to enter the subject/title of the message.
Body	Free type field for users to enter the content of the message.
Due Date	Optional field to set a date/time that the message is to be read or maybe actioned.
Priority	Select the priority of the message: Low Medium High
Create a copy in my Message Folder	Optional check-box. When checked a copy of the sent Message will appear in the sender's Message grid.