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This text refers to program version 8.5  

Create Menu - Mailbox

This page describes the 'Mailbox' function on the Create menu in the 'Persons: Browse' window. If you are using iOS or Android, the 'Mailbox' function is on the + menu.

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If you need to create a Mailbox for a Person, open the Person register, highlight the Person in the list and then select 'Mailbox' from the Create menu (Windows/macOS) or + menu (iOS/Android).

The Mailbox will be opened in a new window entitled 'Conference/Mailbox: New'. This means that it has not yet been saved. After amendment if necessary, save the Mailbox by clicking the [Save] button (Windows/macOS) or tap √ (iOS/Android). Alternatively, if you no longer require the Mailbox, click [Cancel] or tap <.

The Person's Signature and Name will be copied from the Person record to the new Mailbox, and the Class will be set to "Mailbox". This leaves only the Conference Access Groups to be specified.

To close the window and return to the 'Persons: Browse' window, click the close box (Windows/macOS) or tap <. You will be asked if you would like to save any changes that you may have made.

You can only create one Mailbox for a particular Person. If a Person already has a Mailbox, you will be told "User has a mailbox already" when you select the function.

Please refer here for details about Mailboxes, and here for details about Conference Access Groups.

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The Person register in Standard ERP:

• Introduction
  

• Entering a Person Record
  

• Operations menu
  

• Create menu, including:
  
  • Mailbox
    

  • Named User
    

  • Validation Email
    

  • Workflow Activity
    

  • Tag/Object

Go back to:

• Home page for System Module manual
  

• Home page for Standard ERP manual

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