Tagging allows communication to be displayed and logged in a central location within Databasics. This avoids having to use multiple avenues to keep track of communication in regards to timesheets.
How to
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add a within the Timesheet:
- Go to Timesheets.
- Highlight the timesheet you want to tag.
- Go to Actions.
- Select Tag Timesheet.
- You can now:
-View the messages
-Delete messages by clicking the trash icon - Add new messages by selecting New and filling in the To and Message fields.
- Check the Send Email box if you want to send the message as an email. When the box is unchecked, the message will be tagged on the report as a green message icon under the notice column.
- Select Tag Message to send the message.
How to Tag a Timesheet from inside the Timesheet:
- Go to Timesheets.
- Go to the timesheet you want to tag.
- Select the blue message icon
- You can now:
-View the messages
-Delete messages by clicking the trash icon - Add new messages by selecting New and filling in the To and Message fields.
- Check the Send Email box if you want to send the message as an email. When the box is unchecked, the blue message icon will become green and will show the number of messages the report has.
- Select Tag Message to send the message.Click on Timesheet
- Open up the Timesheet you would like to add the tag message.
- Click on the message icon
- Select a recipient in the To field. You can type in their name or use the search icon.
- By default, the box to Send Email is checked. You may un-check this if you do not want an email to be sent to the recipient. They will see the notification upon logging into the application even if an email is not sent.
- Enter in your message in the Message box.
- In the CC add any additional recipient's you would like to be copied on the email. The additional recipients can be added by typing in the first few characters of the name or just simply typing in the email address(es), this can include external email address as well. Multiple e-mail address can be added comma separated.
- Click on SEND to save and sent an email if the option was selected.
- To add a new message click on icon.
- Delete messages by clicking the trash icon.
How to add a from outside of a Timesheet:
- Click on Timesheet you would like to add a tag.
- Click on the Menu icon under Actions column.
- Select SEND NOTIFICATION.
- Once the Notification pop-up is generated repeat the steps 4-11