How to create an event in the calendar?

mcbhelp Others(Communication)

Step 1: Login to MCB with Admin Login credentials..

Step 2: Change Access Level – Click on the “User Profile” icon on the right-hand top corner.

Step 3: Select “Change Access Level”.

Step 4: Select the User Type as “Principal”.

Step 5: Select Principal against the respective branch.

Step 6: Select “Home” on the right-hand top corner.

Step 7: Select Communication. You’ll be directed to the “Communication” page.

Step 8: Click on “Others” on the top bar and choose “Event Calendar” under it.

Step 9: Select “Create Event” on the top right corner of the page.

Step 10: Select a date to add a new event. Add the event title, Select if is a holiday, Event type(To add event type, select “Create event” —> Add event —> Save).

Step 11: After entering all the details, click on “Save”. Your event is created and added to the Calendar.

Hope this helps. Please feel free to reply back to this email or call us at 040-48584444, should you need any further assistance.

How to generate Messages report?

mcbhelp Communication_Reports

Step 1: Login to MCB with Admin login credentials.

Step 2: Select “Home” on the right-hand top corner.

Step 3: Select Communication. You’ll be directed to the “Communication” page.

Step 4: Click on “Reports” on the top bar and select “Message Report”.

Step 5: Choose your required options here and click on “Get”.

Step 6: The messages report is generated.

How to generate Assignments report?

mcbhelp Communication_Reports

Step 1: Login to MCB with Admin login credentials.

Step 2: Select “Home” on the right-hand top corner.

Step 3: Select Communication. You’ll be directed to the “Communication” page.

Step 4: Click on “Reports” on the top bar and select “Assignments Report”.

Step 5: Choose your required options here and click on “Get”.

Step 6: The Assignments report is generated. A graphical representation of the same is also displayed.

How to generate Announcement Details report?

mcbhelp Communication_Reports

Step 1: Login to MCB with Admin login credentials.

Step 2: Select “Home” on the right-hand top corner.

Step 3: Select Communication. You’ll be directed to the “Communication” page.

Step 4: Click on “Reports” on the top bar and select “Announcement Details Report”.

Step 5: Choose your required options here and click on “Get”.

Step 6: The Announcement details report is generated. A graphical representation of the same is also displayed.

How to generate SMS delivery report?

mcbhelp Communication_Reports

Step 1: Login to MCB with Admin login credentials.

Step 2: Select “Home” on the right-hand top corner.

Step 3: Select Communication. You’ll be directed to the “Communication” page.

Step 4: Click on “Reports” on the top bar and select “SMS Delivery Report”.

Step 5: Choose your required options here and click on “Show Report”.

Step 6: The SMS Delivery report is generated which can be printed by clicking on “Print” option.

How to create SMS/Email templates?

mcbhelp Emails

Step 1: Login to MCB with Admin login credentials.

Step 2: Select “User Profile Icon” on the right-hand top corner.

Step 3: Select “Settings”. You’ll be directed to the “Settings” page.

Step 4: Select “Communication” and click on “Email or SMS Templates”.

SMS Template

Step 5: Select SMS and click on “+ Template” to create an SMS template.

Step 6: Select the form type, give a template name, select the required fields you want to include in the template, enter the message and click on “Save”.

The SMS template for that particular form type is created.

Email Template

Step 7: Select “Email” and click on “+ Template” to create an Email template.

Step 8: Select the form type, give a template name, select the required fields you want to include in the Email template, enter the message in the Email and click on “Save”.

The Email template for that particular form type is created.