- Navigation and General
- My Messages
-
Product Updates
-
Tutorial Video Library
- General Navigation
- Time and Task
- Job Management - Basics
- Estimate Management - Basics
- Estimate Management - Advanced
- Purchase Order Basics
- Production Invoice Basics
- Sundry Invoice Basics
- Receipts Basics
- Supplier Invoice Management Basics
- Payment Basics
- Expenses & Credit Cards
- Reporting
- Master Files
- Manage
-
Mobile App
-
FAQs
-
Navigation and General
-
Time and Tasks
-
Manage
-
Approve
-
Jobs
-
Media
-
Accounting
-
Master Files
-
Setup Files
-
Setup Options
-
General Ledger
-
Revenue Recognition and Tools
-
Receivables
-
Payables
-
Budgets & Forecasts
-
Training Packet
-
API & Integrations
-
Reporting
-
Sales
-
Media Finance
-
Intercompany
-
Talent Sponsorship
-
Taxes
-
Implementation and Onboarding
How to send a message through My Messages
Communicate with saved contacts through My Messages.My Messages is a native feature that enables a user to create and send messages.
Steps:
- Select User Profile Name
- Select My Messages
- Select New Message
- Users will be directed to the New Message landing page. Select To and a drop-down menu will appear with saved contacts within the Accountability system. Select CC and a drop-down menu will appear with saved contacts within the Accountability system.
- Select Subject and type in the subject line.
- Begin typing an email in the message box.
Tip: formatting tools are available to use in My Messages - Messages sent will be received via e-mail provided by the recipient.