How to create Announcements

The portal has a built in announcement feature designed to improve communications with customers. These announcements can be sent to all customers, or by groups, sales persons, or individual accounts. Using this feature is simple.

Go to Tools > Announcements and select one the of options to create a new announcement.

Select the option that is most applicable to determine who the announcement should be made available and/or sent to.

After the option is selected, a message will display indicating the number of users the message will be sent to based on the option selected.

Create the message by completing the fields on the screen, once ready to post and send, Click Message.

The announcement will displayed on the list screen for announcements. Go to Tools > Announcements to see this as well as the history of announcements previously created. Only current (not archived or expired) announcements are shown by default. There are options to view, edit, view email history, and archive announcements.

Click the drop down arrow next to the view button to see these available options for announcements.