ELS Messages Toolbar

The toolbar buttons have the following functions:

Print - Prints a report of the messages currently highlighted within the list. If you wish to print the details of more than one message, you can do this by selecting multiple items within the list. You can do this in the same way as you would highlight items within Explorer: i.e. use shift+select to highlight rows of items that are adjacent, and use ctrl+select to  highlight individual items that are not adjacent.

Preview - Shows a preview of the report for the message that is currently highlighted within the list. The report that is displayed will be what is printed if you select the print option. Once again you may select multiple messages to preview using the same process as above.

E-mail - Allows you to email the details of the message currently selected within the list to another staff member. A screen will be displayed allowing you to enter an email address, or if you click on the button your address books from Outlook will be made available for you to select an address from. You also have the option to select an address to Cc the email to. Once again you can select multiple messages to email using the same process as for printing.

Delete - Allows you to delete the messages currently selected within the list. A message will be displayed to ensure that your selection criteria is correct. Again, you can delete multiple messages at one time by highlighting more than one message in the list and using the same process as above.

Tax - If there is a client attached to the currently selected message, and if that client is set up for a tax product then this button will be enabled. The icon on the button will change colour depending upon the tax product the client is set up for. You can see which tax product this is by holding your mouse pointer over the button, a tool tip will be displayed showing which tax product this is. You can then open the tax system for that client by clicking this button. Note: for Partnerships, the Business Tax icon will be available.

Help - This button will open the help page relevant to the screen that is currently in view.

Close - Closes the tasks list.

Note: The Add and Edit buttons will not be available on this screen as messages received from the ELS system are Read-Only. To change the status us the ELS Messages Pop-up menu.