2 | Operator Memos & Messaging

This article covers Operator Memos Messaging with the addition on how to manage Operator Contacts. The Messaging module available in Bepoz is commonly referred to as Memos Messaging and is used for sending and receiving messages. With Messaging authorized - it enables sending emails, SMS, Pages or Memos from BackOffice or SmartPOS Workstations to individual Operators, Accounts or Groups. This article will focus on the Operator aspect including creating Contact Lists, sending Operator Memos, and Messaging Operators.

This article covers Operator Memos & Messaging with the addition on how to manage Operator Contacts.

The Messaging module available in Bepoz is commonly referred to as Memos & Messaging and is used for sending and receiving messages.

With Messaging authorized - it enables sending emails, SMS, Pages or Memos from BackOffice or SmartPOS Workstations to individual Operators, Accounts or Groups.

This article will focus on the Operator aspect including creating Contact Lists, sending Operator Memos, and Messaging Operators.

The Operator Message function allows for sending a Message to a Contact List, a Group of Operators, or an individual Operator.

The Operator Memos menu option within the BackOffice Messaging menu provides a report of Memos.

Prerequisites

There are privileges in Operator Maintenance to allow individual Operators to send Messages

To Enable this, select the desired Operator to edit Operator Maintenance > Marketing & Promotions Tab
Refer to the "Messaging" flags for specific privilege options

To enable messaging for the Venue, go to Venue Maintenance > Messaging & Billing Tab
Fill in the necessary details such as Messaging Device Setup, Email Setup, and Scheduled Billing

Once messaging is enabled in the Venue, the most important setups needed for Messaging are related to Operator and Account Settings, and Contact Lists
When messaging from BackOffice there are Operator Privileges (above) that need to be checked in order for that Operator to send Messages
Likewise, the System must have details of each Operator or Account in order to receive a Message

These are incorporated under Address Details and include:

Email address
Mobile phone number
Pager number

Furthermore, the "Do Not Email Me" and "Do Not SMS Me" flags must be unchecked

With these setups in place, Messaging to Operators, Operator groups, Accounts, Account Groups, or Contacts Lists can beg

Operator Message

An Operator Memo is a Message sent to the Operator within BackOffice and SmartPOS Workstations only

Go to Messaging > Message Operator(s)
A prompt asking to choose the recipients manually or from a Contact List will appear

Operators can either manually select the recipient by clicking on the " Manual Selection"

Or, a group of contact can be selected by clicking on the "Contact List"

After the recipient has been Selected, a Messaging window will appear

Fields/ Icons	Description
Message Type	Select the Message Type from the Drop-down box A message might be in the form of Memo, Emails, SMS or Pager
Subject	Type the Subject for the Message
Answer Required	From the "Answer Required" drop-down, Choose your preferred option. These options include: None - The recipient will not be asked to respond Request YN Answer - The recipient will be asked to respond with Yes or No Request Text Answer - The recipient will be asked to respond with more than a Yes or No response
	Sends the message to the receiver
	Opens the Saves messages
	Saves the messages which can be viewed from
	Cuts the current selection and saves it to the clipboard
	Copies the current selection to the clipboard
	Pastes the contents of the clipboard at the current cursor positions
	Inserts Metadata to the Messages
	View Recipients will display a report which will show, before sending a message, if the contact will be successful This status is shown as a TRUE or FALSE response on the report For any FALSE result, you will need to add or Edit the Operator Contact Details on the Operator screen It is possible to Print or Export this report