5.3.2 Agent Messages

Accessed via the Workbench -> Portal -> Agent Messages. 

This screen will allow you to post a one way message into the Portal which unit holders can see. This is often used for events such as office hours during festive periods or emergency messages. 

If you then click on [Add New] you will be able to add your message. It will allow you to set an expiry date on the message as well so it doesn't stay there even after Christmas.

You can decide whether you wish to have the message across all blocks like in this example or just a few specific ones. There is also an option to upload any attachments in case a document needs to be loaded. 

If there are existing messages then these will appear as soon as you come into this screen with some basic info like when it expires and for which blocks.

You can then view the message in more details by clicking on [View]. 

In the view mode, you are able to [Update] the details of the message or you can [Delete]. 

For a unit holder, if their Portal Preference is to receive an email whenever an agent posts a message, then the message will also be emailed to them.

• Related Articles

• 5.4.3 Messages

  The Messages option is accessed from the menu option: Portal -> Messages. All users are presented with a list of all active Messages. Users are able to view the Agent Messages, Posts and any Tickets. All posts are accompanied by the name of the ...

• 3.1.3 Agent Management

  Blocks Online provides a number of administrative functions which are typically only required on an infrequent or extraordinary basis. 1. Agent Suppliers - This is where you set your global list of suppliers that can then be linked to the blocks in ...

• 2.4 Agent set-up Steps

  Think of this as a check list to follow in sequence in order to get onboarded fully on the system: STEP 1: Users/Staff Setup - These are all the users that will be able to log into the system in order to use it. There is no limit to the number of ...

• 3.4.2 Agent Bank Account

  Group Bank accounts is a term used to describe one client account which is linked to multiple blocks. This is often the case when all the funds are put into the same account for all blocks so only one account is managed and reconciled. If a group ...

• 2.2 How to Approach Agent Implementation

  Prior to commencing your implementation you will want to consider how you will approach your implementation. There are a few factors you should consider. These are all just a suggestion and the decision is entirely up to you.  1. Size of Business If ...