How to create messaging groups?

You already use CustomerVue to send messages to Parts or groups of Advisors. Now you can also create your own groups and add as many users from different departments as you require.

Please go to your Inbox and choose “Groups” from the menu on the left-hand side of the screen.

To add new group simply click “Add New Group.”
Please enter a group name in the appropriate box, then select users from the dropdown box below.

You can also add all users from an existing group.

To remove users from a group, click on the ‘x’ next to their username.

To save click the ‘Ok’ button and your new group is ready to use.