You can send individual and group messages to your colleagues and discreetly alert your entire practice using instant messenger.

Sending Messages

Messages can be sent to users logged in or not. When a user is logged into EXACT the message will appear instantly on screen, regardless of what the user is doing at the time. Offline users will receive the message upon their next login.

Accessing Instant Messenger

1. Go to File - Instant Messenger.
   • Or click the Instant Message icon in your workspace along the top of your system.
2. This will open the Instant Messenger window.
3. You will have access to the Instant Messaging options;
   • Conversation where you can send a new message, select Recipients, choose and create Quick Notes for your common messages and access the Panic message option.
   • History provides you access to a limited number of old messages, this is limited to save memory on your computer which has also been known to slow EXACT down when increased.

💡 Tip: You can minimise your instant messenger window and conversations by pressing the subtract button in the upper right of the window. To open it, hover your mouse over the EXACT icon at the bottom of your screen then click on instant messaging.

Sending an Instant Message

1. Go to File - Instant Messenger or click Instant Message in your workspace.
2. Select your recipient/s from the list, when selected you will see the To: field update with all those you have selected.
3. Type your message in the text window at the bottom of the screen
4. Press Send when you're ready to send you message.

💡 Tip: Ticking the box Send to Group allows all recipients to reply to the everyone the message was sent to. Without this ticked any replies will only be received by the sender.

Quick Notes

Add any regular messages as a Quick Note to save typing them out each time.

1. Go to File - Instant Messenger or click Instant Message in your workspace.
   
   • Click +1 to create a new Quick Note.
   • or to send a Quick Note, highlight an existing note then click the arrows to add the text into your message field.

Recipients

By default, the Recipients list shows all users logged into EXACT at the time of opening Instant Messaging.

• Ticking Show Offline will include any users not currently signed into EXACT.
• Users signed into EXACT are displayed with a green spot beside their user name.
• Those not signed in/offline users will show at the bottom of the list with a grey spot beside their user name.
• You can send messages to offline users who will receive the message when they next log into EXACT.
• Clicking the All button will select everyone shown in the list, if everyone is selected the button will change to display None which when pressed will clear any recipients that aren't locked into the current conversation.