Archiving and Retrieving Messages in Home Source Systems
Introduction 0:01
Presenter: Gary from the Training Department of Home Source Systems.
Purpose of the video: To explain how to archive and retrieve messages, and integrate conversations into business.
Archiving Messages 0:13
Importance of keeping conversations file clean and up-to-date.
Steps to archive a message:
Go to the menu.
Select 'Conversations' from the RPS menu.
Archiving a Specific Message 0:33
Locate the message you want to archive (e.g., demo text).
Click on the archive icon next to the message.
Confirm the conversation status and click 'Archive'.
Viewing Archived Messages 1:23
To see archived messages:
Click on the filter icon.
Select the option to 'Include Archived Messages'.
Archived messages will now appear in your list.
Filtering Messages 1:44
If the filter for archived messages is turned off, archived messages will not be visible.
To view them again, re-enable the filter.
Searching Archived Messages 2:02
Once archived messages are visible, you can:
Use the search feature.
Apply any search options discussed in previous videos.
Conclusion and Next Steps 2:26
Summary of how to use the archive feature in conversations.
Mention of the next video topic: Incorporating conversations into business.