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. From Management Tools - 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.
   Remember - If the staff member listed does not have an associated Vision 3 login, they cannot 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.