Take Message

1. At Home Base, click Receptionist. The Receptionist screen displays.
2. In the Take Message frame, double click the TO field to select the recipient from the address book.
3. Select a recipient's name and click the To-> button. When you are finished selecting recipients, click OK.
4. To add recipients to the CC line, repeat steps 2-3.
5. Double click the first FROM field.
6. Click a radio button in the Files Selection frame. The list populates with files of that type.
7. Select the caller from the list and click OK. The name and telephone number are entered in the appropriate fields.
8. If the message is urgent, click the Urgent checkbox.
9. Type the subject of the message in the RE: field.
10. Check as many of the following as are applicable:
    • Telephoned
    • Returned Call
    • Came to see you
    • Please Call
    • Will Call Again
    • Wants to see you
11. Type the message in the text field below the descriptions.
12. Click one of the following buttons:
    • Log Call: Log the status of the call. The Set Call Status screen appears. Click the desired status and click OK.
    • Send Email: Send an email of the message to the recipient.
    • Send & Log: Log the status of the call and send email of message to recipient. The Set Call Status screen appears. Click the desired status and click OK.
    • Print: Print the message.
    • Clear Input: Clear all text from the Take Message fields.