The Planning Edge

Messages

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Within the Edge Platform you have the ability to send direct messages to other colleagues within your company. This functionality can be used in the same way as emails to discuss confidential information, send files, organise meetings etc. but without the need to switch browsers or filter through multiple unrelated unread emails.

To send a new message select the 'New' button

Then search for one or more individuals you would like to message, provide a Subject and the message.

You can attach files by clicking on the paperclip icon.

Once complete click 'Send'.

Once the email has been sent the recipient will receive a notification within the portal and an email like the one below.

They can 'View/Reply' or reply to the email to response.

The message will appear like this below in your inbox and you can send further messages and/or respond at any time.

NOTE: For company wide or specific record related conversations we recommend using chatter to ensure visibility for all relevant parties.

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