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Communications Menu in Maintenance - Blocked Phones/Emails

This Help File Page was last Modified on 01/10/2024

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❑The Blocked Phones/Emails (Grid) has two tabs which contain those (1) Blocked Phones and (2) Emails identified by a User as ones that should be blocked by the system.

•It is a Grid with full search, column selection and rearrangement, sorting, filtering features.

•To open the Customer Connect History Form:

a)From the Backstage Menu System Select Maintenance and in the Communications sub-menu, then Choose Blocked Phones/Emails or,

b)From the Quick Access Menu, Select Maintenance and in the Communications sub-menu, then Choose Blocked Phones/Emails.

 

HelpFilesBlockedPhones-Emails-MenuOption

 

•The Blocked Phones/Emails dialog's data grid will be displayed.

 

HelpFilesBlockedPhones-Emails

Blocked Phones/Emails dialog's data grid

 

❑Using the Blocked Phones/Emails dialog's data grid:

•Blocked Phones tab - To identify a Phone Number to be Blocked, Select this tab

 

HelpFilesBlockedPhones-Emails-BlockedPhonesTab

Blocked Phones/Emails dialog's - Blocked Phones tab

✓Click the HelpFilesNavigationMenuNewIcon on the Ribbon Menu at the bottom of this Blocked Phones tab to identify a Phone Number to be Blocked

✓Phone -  Enter the phone number to be blocked (only numbers need to be entered)

✓Service - Using the Drop-Down Selection List provided in this field, choose either sms or voice, based on what is needed.

✓Blocked By - The Login Name of the current User is inserted by the system

✓Blocked On -The current Date & Time are inserted by the system

✓Click the Save Icon on the Ribbon Menu at the bottom of this Blocked Phones tab to save this entry

 

•Blocked Emails tab - To identify an Email Address to be Blocked, Select this tab

 

HelpFilesBlockedPhones-Emails-BloackedEmailsTab

Blocked Phones/Emails dialog's - Blocked Emails tab

✓Click the HelpFilesNavigationMenuNewIcon on the Ribbon Menu at the bottom of this Blocked Emails tab to identify an Email address to be Blocked

✓Email -  Enter the Email Address to be

✓Service - email will be inserted by the system.

✓Blocked By - The Login Name of the current User is inserted by the system

✓Blocked On -The current Date & Time are inserted by the system

✓Click the Save Icon on the Ribbon Menu at the bottom of this Blocked Emails tab to save this entry

 

•Search - To locate a specific Blocked Phone (or Blocked Email) record

✓Select the appropriate tab

✓Enter some portion of the the Phone (or Email) information

✓Search - Click the Search button

✓The record(s) matching your enter will be displayed.