Frequent Staff

Frequent Staff is a System Defined group found in File Maintenance – Staff Groups – System Folder – Frequent Staff. This group can be maintained by your practice to define a list of staff to whom you most frequently allocate messages to in Mail Manager.

1. Go to Control Panel – File Maintenance – Staff Groups.
2. Select Expand next to the System Folder to display the Frequent Staff folder, then Expand to display the Mail Allocation group.

   

3. To add staff to the Mail Allocation list, highlight the required staff from the All Staff window and drag and drop required staff into the Frequent Staff folder.

   Reminder – If the staff member listed does not have an associated Vision login, they will not be permitted to be added to the Mail Allocation staff group.

4. From now on, when you want to allocate/re-allocate messages in Mail Manager using the right click menu – Allocate Staff, you are presented with the Frequent Staff list.