Save Agent Message Filters

The save filters feature of Bulk Agent messaging allows users to save common or frequently used Agent Message filters. If filters are saved a list of pre-saved messages are given a description which will be used for easy identification for users to know the messages' intended use.

Save Filters for Agent Messages

  1. From the Home menu, select .
    1. Click the Home Menu to expand it:

    2. Click the Operations menu option to expand it:

    3. Click Bulk Documentation menu option to expand it:

    4. Click Agent Messaging to open the Agent Messaging screen:

  2. Click

  3. On the blank Bulk Agent Messaging - Manual Selection screen, the Bookings Tab will open. Select the required filters from the field selections available within the Booking Tab, (Booking and Agent) Analysis Tab, Service Tab and the (Supplier and Product) Analysis Tab. View Agent Filter Selections to learn more about all field selections available, or view the individual tab filters: Booking, Analysis, or Results.
  4. Check the completed screens.
  5. Click on the Results Tab.
  6. If you want to save this filter, click .

  7. On the empty screen, give the Saved Filter Selection a Description.

    NOTE: The description will automatically default to the description name 'Manual Selection': simply over-type with the required text.

  8. Click to add this filter description.

  9. Click to discard any changes.

    NOTE: If Add is selected the New Selection Description will appear in the Header of the Results Tab and the Description will display each time users open Bulk Agent Messaging, if selected for future Bulk Agent Message sending results will be returned based on the saved filters.

  10. If Add is selected you will return to the results screen, where you can select to Send messages (following from Step 5 in the previous procedure), or Exit.
The procedures just described are sufficient to create manual filter criteria to send bulk agent messages from, and to save filters for future use. There are many filter combinations that user companyies can make unique to their organisation. Each requires selection from drop-down field or check boxes. The creation of these drop-down or check box entries is outside the scope of this procedure, however, you might see screenshot examples where such selections have been used.

NOTE: The selection options for these fields would have been pre-determined at the time of your System Setup and will fit the purpose of your organisation. For more information on creating drop-down selections for Analysis Fields or Check boxes, see the System Setup User Manual.

Copy Agent Messaging Filters

There maybe times where you have complex filters selected and you want to make a subtle amendment. In this case Manual Filters or Saved Filters can be copied and given a new description from within the Results Tab. Users can copy existing filters using the Copy Filter button, make the necessary changes to filter selections and re-save giving the newly copied filters a new description.

Deletion of Agent Messaging Filter Descriptions

Deletion of Filter Descriptions is allowed, and no warning message will display. The system will allow you to Delete if the Filter Description is no longer required.