Sending messages

You can send messages about a period, process, subprocess, task, or any issue directly through Outlook or email from several places within the application to an individual resource or to a team. This streamlines communication by informing relevant stakeholders in a timely manner, improving response times, and ensuring efficient issue resolution. The recipients can view the messages received and sent in the message list of their home page.

Select Close Setup > Manage Process.
Click the Manage Process, View Schedule, or Past Schedules tab.
Right-click a period, process, subprocess, or task and click Send Message.
Specify this information:

Resource

Select a Resource. Users cannot send a message to their own email address.

Team

Select the team to which the message is sent. If you send a message to your own team, then you cannot receive the message.

Email Address

Specify the email address of the recipients that require notification. Use a comma to separate multiple email addresses. You can also include additional recipients by selecting Cc or Bcc, which enables you to send copies of the message to recipients.

Send Notifications

Select this check box to send Infor Landmark Notifications.

Subject

This editable field is automatically filled with the name of the period, process, subprocess, or task which you selected.

Message

Specify a message in the field.

Require A Response

Select this check box if a response to the message is required.

Attachment

Add an attachment to the message.

URL

If the message attachment is online, specify the URL to access the attachment.
Click Send.