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How to Add a Broadcast Message

  1. Go to Action in the main menu and select Edit Broadcast Messages...

  2. Select the type of broadcast message you would like to add. 

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  1. Image Added
  2. Click Add.

  3. Enter your message and click OK

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    • For X Dispatch and X Internet messages

      Image Added
    • For Client Portal messages

      Image Added

How to Edit a Broadcast Message

  1. Go to Action in the main menu and select Edit Broadcast Messages...

  2. Select the type of broadcast message you would like to edit.

  3. Select the broadcast message you would like to edit and click Edit.

How to Delete a Broadcast Message

  1. Go to Action in the main menu and select Edit Broadcast Messages...

  2. Select the type of broadcast message you would like to delete.

  3. Select the broadcast message you would like to delete and click Remove.

Anchor
ClientPortalMessage
ClientPortalMessage
Broadcast Messages Form for the Client Portal

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Field Name

Description

Editing Text

Message to be displayed in the Client Portal.

Message Type

The selected type of message to be displayed.

  • Information Message - The message will be displayed in a light blue banner and displayed third if multiple messaged are enterd. This is the default selection.

  • Warning Message - The message will be displayed in an orange banner and displayed second if multiple messaged are enterd.

  • Critical Message - The message will be displayed in a red banner and displayed first if multiple messaged are enterd.

Always Display Message

When checked, Client Portal users will not be able to close the broadcast message. The message will remain displayed until the message has been deleted.

When unchecked, Client Portal users will be able to close and remove the message from view during the log in session.

Broadcast Messages in the Classic Operations App

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Page Properties
hiddentrue

CXTU Courses/Lessons

  • Administrator Role Training - Client Portal

  • On-Boarding Training: Client Portal

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