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1. Accessing Messages for a Contact

Messages are sent from within an individual contact record.

  1. From the main navigation menu, open Contacts.
  2. Locate and select the required contact record.
  3. Open Activities in the contact record.
  4. Select the Messages tab.
  5. Use Send Message to create a new message
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2. Sending a Portal Message

Use Send Message to compose and deliver a portal message to the selected contact.

  1. On the Messages tab, click Send Message.
  2. In the Send Message window, enter the Subject (required).
  3. Enter the Message content (required) using the rich-text editor.
  4. Add attachments by dragging and dropping files or selecting Browse (Optional).
  5. Click Send.

3. Confirmation and Viewing Sent Messages

After the message is sent, HEM-SP displays a confirmation message and the new message appears in the Messages list.

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4. Verifying the Student Portal View (Optional)

School users can verify what the student sees by impersonating the contact and opening the Student Portal Messages page.

  1. From the contact record, open Actions and select Impersonate.
  2. In the student portal view, select Messages from the left navigation.
  3. A red icon will be displayed on the messages menu in case of newly unread messages.

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