www.insuranceproonline.com

FAQ ID # 89
Last Update : 2009/09/10

Question / Issue
How do I set up and use the IP Instant Messenger?

Answer / Solution

IP Messenger set up and use:

This tool can be used to send and receive instant messages between your employees for those using InsurancePro software.  It works similar to chat software, however it does not use the internet.  It can only be used to communicate between InsurancePro users.  NOTE: users must first be set up in InsurancePro.

  1. You have the option to launch the IP Messenger when InsurancePro is opened by checking Start IP Office Messenger on the login screen. 
  2. If this is not checked, then IP Messenger can be started from the Agency Tools menu.
  3. When the IP Messenger window is launched, you will be logged in as an ONLINE USER.
  4. Other users that are logged in using IP Messenger will also be displayed on screen as ONLINE USERS.
  5. Those users that are not running IP Messenger will be displayed on screen as OFFLINE USERS. 
      • NOTE:  You can send a message to these users.  Once they log in to IP Messenger, they will see the message you sent.
  6. To send a message to a user, click on their name and then click on the Instant Messaging button at the bottom of the screen.
  7. You will then see the IP Message for... window appear.
  8. To send a message, type in your text in the Write your Message here(Hit Ctrl + Enter to Send) entry field and click on Send.
  9. Click on the Close button to exit the messaging window.

 


Related FAQs
How do I setup and manage my agents/CSRs/users?

Direct Link to This FAQ
http://www.itcdataservices.com/support/IPFAQ/?f=89

Tags
Instant Messenger IP

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