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Once you have selected the service, the periods and message types appropriate for that service will be displayed in the lists. Select the period and message type that are relevant for your message, the current period will always be the default and marked with (current period).
Your recipient will default to always be set as default which will be your primary contact within RSM for that service. If the Using the dropdown you can select a named recipient, if that recipient has an out of office on, this will appear in brackets before their name. You will also see an out of office message below the subject field. This will be highlighted in red.
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If your message is of a sensitive nature, you can tick the confidential private box. This will only be seen by the recipient you have chosen. Please do not tick this if your message is time critical. This message trail will be marked as confidential private in the history and the message preview pane will also display confidential. private. You must have selected a named recipient, for the private tick box to show.
The subject will be displayed in the message list to identify this message chain.
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The new status field by default will be set to with RSM, indicating that you expect your RSM contact to action or reply to your enquiry. If, you are simply updating your RSM contact and the action is still with you, select the dropdown option of with client.
How to select a recipientrecipient
The recipient will default to the last person who sent you a message, if the recipient has an out of office on, this will appear in brackets before their name.
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If the original message was marked as confidentialprivate, you will not be able to change the recipient in any messages within that trail. Should you wish to send the details to another user you will need to start a new message.
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If the original message was marked as confidentialprivate, you will not be able to change the recipient in any messages within that trail. Should you wish to send the details to another user you will need to start a new message.
Click send & reopen.
You will be asked if you wish to reopen this message, click ok. This will change the status of the message to open and with RSM. You will now see this message within your open status message searched.
