Memos are like email, but strictly within Community. It's intended for automated communications.
For example, when an agent asks for time off, their supervisor will automatically get a memo. The system creates it to notify the supervisor that the agent asked for time off.
If anyone makes a change to an agent’s published schedule, the agent will get a memo that their schedule just changed.
The Memos module may be added to the home page, and you can create folders to organize memos (like in other email systems).
Creating memos
Reminder: There is no “sent” folder for memos. Do not send messages through this system that are HR-related or for which you need documentation.
While intended for automatic communication, you can send memos and receive answers in this module.
You cannot type an email address in the To: field. To select recipients, you have to click on To and it will open a list of users in the system to choose from.
Contact Lists
You can create your own contact lists for frequently used groups.
- Click Manage Contact Lists
- Enter a List Name (required).
- Select the people to include in the list.