Sending a Message via a Service Record

Market: Federal/State/Local, House, Senate

Description: Within the Services module, users can email and respond to the constituents via Form Letter or a customized response. These instructions teach users how to to create and send these messages.

Note: A best practice when responding to a constituent associated with a service record is to first attach a contact record to the service record first prior to sending an email.

Sending a Message

1.Open an active service record.

2.Select the envelope icon next to the Primary or Other Contacts.

3. Select the option to respond to the constituent

Option- Customize Response

a. Click Customize.

b. Modify the content of the response as needed.

c. Click Save.

Option- Form Letter

At the Form Letter field, use one of the options below to select a form letter.

a. Drop down list: select a Form Letter from the dropdown list.

b. Magnifying Glass: select a Form Letter using advanced search.

c. Star: if you have a template that is set as the default template used for a particular service, click this icon.

d. Recycling: select a Form Letter that was previously used.

4. Select Approve > Send.

If you need approval for the Form Letter, select Request Approval and identify the name of the approver. This will alert the selected individual to approve the letter. Contact your IQ Consultant on the approval process of documents for your office.

5. Select Save (this option is available only if the service record requires approval).