How To: Send Document Notifications using the Context Menu

Document notifications allow users to contact each other about documents within Khaos Control from the Context Menu in the following screens:

• Stock List Grid.
• Customer List Grid.
• Sales Order List Grid.
• Purchase Order List Grid.
• Delivery Note List Grid
• Supplier Return List Grid
• Purchase Invoice List Grid
• Customer Returns List Grid

To send a Document Notification:

1. Open the relevant Khaos Control Screen.
2. Use the filters to locate the required record.
3. Focus on the record within the Grid.
4. Right click and from the Context Menu select either:
   • Send to followed by the person's User Name, or;
   • Send to followed by Not logged in and then the person's User Name.
5. On the 'Add Notification' dialog, over type the 'Message' with relevant information or instructions (Optional).
6. Tick or untick the 'Request read-receipt' checkbox as required.
   Note: this checkbox will default to either ticked or unticked based on the 'Request Read Receipts' option set in the [ Options | Edit Preferences | UI |Notifications ] screen.
7. Click 'OK' to send the notification.

See Also

• Document Notifications
• Khaos Control Overview
• Command Window