Nexsyis Internal Messaging 

Nexsyis internal messaging feature allows you and your coworkers to send and receive messages through the application. Messages can be generic or attached to folders. A/P Invoices, or A/R Payments. 

 

Related Documents

Internal Messaging Groups

Internal Tasks 

Receiving Messages / Opening the Messaging Scree

In the bottom right hand corner, you will see a pop up notification for a new incoming message. This notification will disappear after a few seconds. 

 

If you click on the message text, the messaging screen will open.

 

If you miss the notification because you are not logged in or you are away from your desk, the number of un-read messages will also display in the lower-right corner of the application.

 

Click on it to open the messaging screen.  

 

 

Messaging Screen Overview

 

 

Sending Messages From the Messaging Screen

Begin by clicking the "New" button in the bottom right corner of the messaging screen. A new message screen will open where you can search for your desired recipient(s). The quickest way to add recipients is as follows: begin typing the name in the "To:" field, use the down arrow to highlight the name, hit enter twice to select and add to the list. Repeat for multiple recipients. The Search list will pull Nexsyis Operators and Messaging Groups. If you select a group, any user attached to that group will receive the message. 

 

The message Priority will default to "Normal", use the drop-down to change to "High" or "Low". 

 

Selecting either low, normal or high will determine the icon under the priority column in the receiver's inbox. The plain green circle indicates normal priority, the up arrow indicates high priority and the down arrow indicates low priority.

 

You may also choose a category for your message. Once you select your category, you can search for a Folder to attach to your message.

 

Next, type your message into the text box below and click Send.

 

NOTE: If a Folder is assigned, the messaging system will automatically record a folder note with the Category "Internal Message"

 

Sending a Message From Other Screens in Nexsyis

There are several other screens in the Nexsyis Application where you can access the messaging function. Below is a list of the locations where the messaging feature is integrated:

 

If you are in one of these message-friendly locations, you will see a message icon on the bottom button bar. 

 

For example:

1. From the Purchases Assistant, select a line and then select the messaging button on the button bar.

 

2. The messaging screen will open with a New message form activated. Because you are sending this message from the Purchases Assistant, the Category of "Parts" and Folder # will auto-populate. Simply select your recipients and type your message text and send. 

 

3. When the recipient double-clicks on the message, the Purchases Assistant screen will automatically launch, populated to that Folder. The message will launch in a separate window for easy reply.   

 

 

Replying to a message

To reply to a message, simply select the message and click the "Reply" or "Reply To All" button. 

 

 

On the reply screen, you can add additional recipients and reply text. Once finished, click "Send" 

 

The original message will now show the complete conversation thread:

 

 

 

 

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