Free help: USER GUIDE

Contact Us

Home >  Clients & Profits X User Guide > Utilities  > Daily Messages

  Clients & Profits X Online User Guide

Search the user guide:

  • Currently 4.00/5
  • 1
  • 2
  • 3
  • 4
  • 5

Rating: 4.0/5
(1 vote cast)

  • Helpful?
  • 0 Yes
  • 0 No

Daily messages replace the standard message on your Information Center window

The standard message, which is entered in Agency Information, appears automatically when the Information Center window is opened. But if you create daily messages, they will be shown instead.

In addition, a special message can be entered that appears whenever staff members use their time cards.

These messages can remind users of staff meetings, vacation days, client presentations, or other events. Everyone sees the same daily messages each time their Information Center window opens. Up to a year’s worth of daily messages can be scheduled.

Daily messages are optional.

To enter a standard information center message

1 Choose Setup > Utilities > Daily Messages.


The Daily Messages window opens, displaying all of your info center messages.

Animated messages get attention. The daily message scrolls, flashes, moves to grab the user’s attention whenever the Information Center is opened. Use these messages to keep staffers informed about meetings, news, events, etc.

2 To add a new Daily Message, click the Add button.

3 Enter your message into the Info Ctr Msg field

4 Click Save.

The new information center message will appear immediately the next time a user opens their Information Center window.

To view the scheduled daily messages

1 Choose Setup > Utilities > Daily Messages.

The Daily Messages window opens, listing the year’s upcoming scheduled messages.

To edit a daily message

1 From the Daily Messages window, double-click on a message.

2 Make your changes, then click Save.

To add a scheduled message

1 From the Daily Messages window, click the add button or choose Edit > Add Message.

The Add Message window opens (see right), prompting you to enter the message’s date (i.e., the day on which it’ll run), an Information Center message and an optional time card message.

2 Enter a run date, Information Center message, and time card message.

The message’s date is important, since it determines when the message will appear to users.

3 Click Save.

To automatically create daily messages

1 Choose Edit > Create Messages.

Clients & Profits X will create a year’s worth of daily message records starting with today’s date. The message text is empty, so will need to be entered before the message can run.

To purge the daily messages

The purge command erases all of the daily message records. To purge the daily messages, choose Edit > Purge Messages.

Comments (0)

Sort by:  Most Recent  |  Oldest

For subscribers: VIDEOS } FAQs/TECH NOTES } LEARN
flag   © 2011 Clients & Profits, Inc. w e  l o v e  a d v e r t i s i n g