CTM One Users Only:
CTM One features a powerful internal Message System for users to communicate effectively and timely.
When you select the link, Messages from the Main Dashboard, you are accessing all the messages that you have sent from the system for all your clients and participants.
Email Message Library:
Click the Messages link, then click at the top center, Email Message Library. You can create templated messages to use again and again for any outgoing messages for any transaction.
Create New Message outside of a Transaction:
First - Click the Messages link, then click at the top left, Create a New Message
Second - Type in the email address and then write your message in the message area
Third - Click the Send button
Expand (+) It will expand the messages displaying the message contents.
Collapse (-)It will display the message date and time without its content.
Delete: Click on the delete icon to delete a message. (NOT RECOMMENDED)
Make sure to watch the video below for more information.
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