Knowledge Base/Getting Started/CRM, Tasks and Messages (Global Icons)

Global Messages

Alison Groves
posted this on October 26, 2010 01:28 PM

 

Global Icons: Messages

Messages is one of the Raven Global Icons. It is a built-in messaging system where you can write system messages to other users and view your own system messages and alerts.

You can also integrate Messages with third-party partner BasecampLearn how to integrate Basecamp Classic with Raven.

Expiration Times

System alerts are automatically deleted in Raven after 6 months. These are alerts you set in Preferences  > Change Notifications for things like link changes. System messages between users and other messages such as Basecamp tasks do not have an expiration date.

Create a New System Message

  1. Select New Message from the Message Icon.

    messages.png
    Or additionally create a Contextual Message by clicking the Contextual Message option. Contextual messages include the URL of the item you're viewing for the recipient's reference.

  2. Create a Message. Add the recipient (a Raven subuser with access to Messages), a subject and message.

    Screen_Shot_2013-08-13_at_9.30.01_AM.png 
  3. Click the Send button.

Edit a System Message

Click a message subject to view the message. From here you can delete the message or add a reply. If a new participant is added they will be shared the thread and see future replies.

Screen_Shot_2013-08-13_at_9.32.02_AM.png

Navigating Messages

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In Message you can view All, Messages, Alerts, Sent and Trash. Messages are notes sent from Raven users. 

Alerts are Raven alerts each user can turn on or off in Preferences > Change Notifications. Basecamp Messages do not trigger Raven alerts. System Alerts are automatically deleted after 6 months.

Additionally you can select multiple messages using the checkboxes and use the Bulk Actions menu to mark messages as read or unread as well as delete messages in bulk.

Filters

Filter are used to refine the list of messages you want to view. You can filter by Include or Exclude options. To create a new filter, click on filter icon and click on Create New Filter.

filter.png

 

Basecamp Messages

Add a New Basecamp Message

If you have Raven integrated with Basecamp Classic you will see a Basecamp tab in Messages. Here is how to add a Basecamp message:

  1. Click the Message icon. 
  2. Click the Basecamp tab.
  3. Select a the relevant project.
  4. Click the New Basecamp Message button.
  5. Add a new Basecamp message. Add a Basecamp contact recipient, subject, message, category and check if it's a private message.
  6. Click the Send button.

Navigating Basecamp Tasks

You can click the New Basecamp Message to create a new message. Use the project menu to switch between projects. You can delete messages in bulk using the Bulk Actions menu.

 
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