To post a message on the message board

About this task

On the message board, you post and read messages about a particular plan, program, project, asset, account, approval, or invoice object. You can use this feature as a method of communicating information about an object. When you post a message to the message board, any user who has permission to access that object can view the posted message.

Procedure

  1. Open the list page for the object type of the object for which you would like to post a message. For example, click Operations > Accounts. (You can post messages for plans, programs, projects, assets, accounts, approvals, or invoices.)
  2. Click the plan, program, project, account, approval, or invoice for which you want to post a message.
  3. Click Communicate (Dialog balloon with zero image) in the HCL® Marketing Operations toolbar and select Post a Message.

    The Messages window displays.

  4. Enter your message.
  5. Select a delivery option.

    By default, you also receive an email alert when you post a message.

  6. Click Post Comment.

    The Messages window displays all the posted comments for this object. Your new comment displays at the top of the list.

    If you chose an email option, your message includes a line that lists the email recipients, such as:

    (cc'd to Mary Manager, Connie Contact, aartiste@mycompany.com)

    Full names displays for users who are identified in HCL Marketing Platform, otherwise the email address displays.

  7. Click Close if this comment is the only one you want to post now, or click Post a Comment to post an additional comment.

    HCL Marketing Operations posts the message to the message board and sends email messages as specified. The email messages contain the text that you posted and a link to the object you identified as the subject.