Collaborate overview
Team members can communicate on each Product, Sales Order, Customer, Purchase Order and Supplier to ensure comunication and attachments are place in one.
📍Locating this section in app:
Products>Product Catalogue> select a Product/Product Kit > selectCollaboratetabSales>Sales Orders> select a Quote/Sales Order > selectCollaboratetabSales>Customers> select a Customer > selectCollaboratetabPurchasing>Purchase Orders> select a Bill/Purchase Order > selectCollaboratetabPurchasing>Suppliers> select a Supplier > selectCollaboratetab.
Collaborate features
Search notes
Use the Search notes function to quickly find specific messages, attachments, or keywords within any Collaborate tab.
Labels
Labels help categorise and filter attachments and messages based on their relevance to a customer, product, order, or supplier.
How to create a new label
Click
Create new labelEnter label name
Choose a label colour
Click
Save
📝Notes:
New labels appear as headers in the Collaborate section (sorted alphabetically)
Attachments will automatically sorted under
Attachmentheader.
How to edit a label
Hover the cursor over a message or attachment
Click the three dots icon
Select
LabelsHover next to the label and select
editApply changes and click
Save
How to delete a label
Hover the cursor over a message or attachment
Click the three dots icon
Select
LabelsHover next to the label and select
editClick
Delete
How to apply labels on messages or attachments
Hover the cursor over a message or attachment
Click
LabelsTick the box of the label(s) the message or attachment should be categorised under
Click anywhere on the white background to save
📝Note: once labels are applied, clicking the relevant Label header will display all related messages or attachments.
Add a message
Messages can be added and formatted at the bottom of the Collaborate page. The following options are available:
Text formatting: Bold, Italic, Underline, Bulleted or Numbered lists
@Mentions: Tag team members to direct messages
Signatures: Include digital signatures for approvals, proof of delivery, etc.
Attachments: Upload files in common formats such as PDF, JPEG, PNG, GIF, TIFF, Word, Excel, and more
Emojis: Insert emojis to personalise communication
Send: Click
Sendto post the message and share with team members
📝Note: mentioned team members will receive a notification. Clicking it will take them directly to the Collaborate tab where they were mentioned.
How to edit messages
Hover the cursor over a message
Click the three dots icon
Select
EditMake changes in the Add a message field
Press Enter or click
Sendto save.
📝Note: Administrator can edit other team members' messages.
How to deleted messages
Hover the cursor over a message
Click the three dots icon
Select
Delete
📝Note: Administrator can delete other team members' messages.
Attachments
Attachments shared in Collaborate can be downloaded by any user with access.
How to add attachments
Option 1:
Click the paperclip icon
File Explorer or Finder will open. Locate and select the file
Double-click the file or select
Opento attach itPress Enter or click
Send.
Option 2:
Open File Explorer or Finder
Drag and drop the file into the Add a message field
Press Enter or click
Send.
📝Note: maximum upload file size is 20MB.
How to download attachments
Hover the cursor over an attachment
Click the three dots icon
Select
Download
How to delete attachments
Hover the cursor over an attachment
Click the three dots icon
Select
Delete
📝Note: Administrators can delete attachments sent by other team members.
Auto-attach (Customer, Products, and Suppliers Collaborate)
Files added in the Collaborate tab of Customers, Products, and Suppliers can be automatically attached to new orders.
How to auto-attach
Hover the cursor over an attachment
Click the three dots icon
Select
Auto-attach to new ordersChoose either Sales Orders or Purchase Orders:
For Customers: Only Sales Orders will be available.
For Suppliers: Only Purchase Orders will be available.
For Products: Both options will be available.
