Actions
Create calls, faxes and messages directly from the system.
Make a call via the portal
To do this, go to Actions > Make a call. Then, complete the fields below and press ‘Call.’ You c...
Send a Fax
To send an electronic document to a fax machine, go to Actions - Send a fax. You must attach a d...
Send Message (Internal)
Send Message can be found under Actions, Send Message. This allows you to send internal messages...
Send SMS
You can send an SMS via the portal just like you can from a mobile phone. Go to Actions—Send SMS,...