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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Message Within Item Comments

  • Updated:

The Message feature allows you to add messages to Agenda Items (viewable within the Item Timeline) and tag/notify specific users if desired. Tagged users will receive a notification via email. This article will show you how to add a Message within Item Comments.

 

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda the desired item is currently on
    An example agenda tile.
  4. Select the desired item
    An example Individual Reports agenda item under the Roll Call section.
  5. Click the View menu and select the Item Timeline option from the drop-down list
    The Item's expanded view menu with the Item Timeline option highlighted.
    Note: The default view is Item Fields.
  6. Type your message in the Post a message text field
    The Post a message input field.
    Notes:
    • Type the @ (at) symbol to reveal a dropdown menu and select a recipient name from listed staff users, or type the recipient's email address.
    • Adding recipients is not required for a message.
    • The text field automatically adds one space after each recipient's name.
  7. Click the Add Message button to submit the message and notify recipients (if desired)
    The green, rectangular Add Message button below the lower-right corner of the Post a message box.
    Note: Tagged users will receive a notification by email.
  8. Scroll to the Item Timeline to view the message
    An example message within the Item Timeline.

 

Resources

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