Mail Manager

Maintaining the Frequent Staff List Available from Mail Manager

Did you know you can have a pick list of staff to allocate mail to in ?

When you right click on a message in Mail Manager a list displays, which includes options to view the entire staff list or choose from a predefined staff list.

You can set up and maintain the predefined staff list, from Management Tools - Control Panel.

Note - You must log into Vision 3 as a System Administrator to create and maintain the Frequent Staff list.

  1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance.
  2. Select the Staff Groups tab and then expand System - Frequent Staff - Mail Allocation:
  • MT - CP - FM - Staff Tab - Frequent
    To add staff - Right click on Mail Allocation and select Add Staff Member(s). The Select Staff Member  - Add screen displays, select the staff member required and select OK. You can select multiple staff members by holding the Ctrl key as you select each staff member.
  • To remove staff - Right click on Mail Allocation and select Remove Staff  Member(s). The Select Staff Member - Removal screen displays, select the staff member no longer required and select OK. You can select multiple staff members by holding the Ctrl key as you select each staff member.

See Frequent Staff in the Management Tools Help Centre for full details.