Communication in F2 Touch
F2 Touch offers nearly all the communication options from F2 Desktop. You can create emails, chats, notes, and annotations. Additionally, you can create requests and approvals.
If a record contains a chat, note, request, approval, or annotation, an icon representing the communication type is shown on the upper grey ribbon. Tap e.g. the chat icon to navigate to the record’s chats. A blue dot next to a communication icon indicates that you have not read the latest message or update.
You can send, forward, and reply to emails in F2 Touch.
Send email
Enter a recipient in the “To” field. As in F2 Desktop, F2 Touch then searches the participant register for participants matching the entered data. The same applies to the “Cc” and “Xbc” fields.
The Send button becomes active when a participant has been entered in the “To” field.
Tap Send to send the email.
Secure send
In F2 Touch it is possible to use the “Secure send” configuration.
“Secure send” activates the relevant software in Microsoft Exchange that encrypts emails sent from F2.
To send securely, tick the “Secure send” box at the bottom of the record. The “Secure send” box is only visible when a participant has been entered in the “To” field.
“Secure send” functions the same way in F2 Touch as in F2 Desktop.
Chat
You can send and receive chats in F2 Touch.
Create chat
Tap the add icon and select New chat to open the chat window. Selecting Chat all adds all email related participants to a new chat, i.e. sender, recipient(s), and any Cc and Xbc recipients.
The figure below provides an overview of the functions available in a newly created chat. The functions are described in further detail below.
Tap the Add participant field in the chat window to enter the name of a chat participant. Just as in F2 Desktop, F2 Touch suggests participants from the participant register matching the entered name.
Add a group of predefined chat participants
Tapping Add participant also displays a drop-down menu containing a number of predefined chat groups. Tap a group to add its users to the chat. The predefined chat groups contain users who are involved on the record in different ways. The chat groups are as follows:
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“Senders and recipients” (corresponds to the “Chat all” function).
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“Approvers who have approved” (requires the F2 Approvals add-on).
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“Responsible user/unit and supplementary case managers”.
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“My secretariat” (requires the F2 Gateway Approvals add-on).
Tap a group’s name to add its users.
Send chat
Enter a chat message in the text field in the bottom grey ribbon. Tap the send icon to send the message.
The bottom grey ribbon also contains the three following functions:
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Add participants to chat.
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Archive record.
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Menu.
The menu offers the following options:
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Mark chat as unseen
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Name chat / Edit chat title
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Toggle notifications
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Toggle automatic deletion (if configured)
Read more about chat functions and available configurations.
Open chat
You can open a chat by navigating to the chat message overview. You can also tap the chat icon next to a record in the result list.
A blue dot appears with the chat icon for new chats and chats with unread messages.
Chat participant status and read-marking
The participants tab found on both chats and notes shows information about each participant. This includes their picture or initial letter, their status (e.g. “online”), and their out of office information. The participants tab shows an eye icon next to a participant if they have read all messages in the chat. Chats with more than two participants show the participants' initials and the total number of participants in their title.
The chat window shows information about the participants as well.
As on the participants tab, a participant is depicted with their picture or initial letter, and their status is shown.
In contrast to the participants tab, the chat window shows exactly how far each participant has read in the chat. Below a participant’s last read message, their initial letter or picture appears.
Go to unread chat messages
Longer chats may contain more messages than the chat window can show on one screen. Navigate to the first unread message in either direction of a longer chat with Jump to. “Jump to” appears regardless of the user’s current position in the chat.
Note
You can create and open notes in F2 Touch.
Create note
Tap New note to add a note to the record and open the note window.
Note window functions
In the top ribbon the user can navigate between viewing the note participants and the note text.
The bottom ribbon contains the following functions:
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Enter note text.
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Add note participants.
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Archive record.
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Menu.
Tap the menu for the following options:
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Mark note as unseen.
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Name note/Edit note title.
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Toggle notifications.
Read more about note functions.
Annotation
You can create and open annotations in F2 Touch.
Create annotation
Tap the add icon and select New annotation to create a new annotation and open the annotation window.
Similarly to F2 Desktop, it is possible to select an annotation type and add a description when creating an annotation.
Tap Save in the upper right corner to save the annotation. It will then be visible on the record.
Reply to or archive chats and emails through push notifications
It is possible to answer a chat or archive an email or a record with a chat directly from a push notification on both iOS and Android.
The exact method of opening a push notification depends on the device’s operating system. |
Reply to chat
When you receive a push notification regarding a chat on a locked screen, you can hold your finger on the notification to open the Archive and Reply shortcuts.
You can also swipe right and tap Open to open the chat window.
Tap Reply to reply to the chat without opening F2 Touch. Tap Send and unlock the device to send the reply.
Tap Archive to archive the record containing the chat.
A user with the "User administrator" privilege can log out another user of all F2 sessions. This will also delete the push notifications of the logged-out user. |
Reply to email
When you receive a push notification regarding an email on a locked screen, you can hold your finger on the notification to open the Archive and Reply shortcuts.
You can also swipe right and tap Open to open the email.
Tap Reply to open the "Reply" dialogue in F2 Touch. Tap Send to reply to the email.
Tap Archive to archive the email.
A user with the "User administrator" privilege can log out another user of all F2 sessions. This will also delete the push notifications of the logged-out user. |