Collaborate overview
Collaborate with stakeholders and keep all relevant communications and attachments i.e. drawings, specifications, proof of delivery, related to a specific Sales Order, in one location.
Locating this section in app:
Sales>Sales Orders> select a Sales Order >CollaborateorSales>Customers> select a Customers > select a Sales Order >CollaborateorGlobal Search to locate an Order >
Collaborate
Collaborate page features
Sales Order # and Customer name
Every page has the Sales Order # and Customer name at the top of the page.
Action buttons
Each Sales Order will also have Action buttons; these will differ depending on the stage the Order is at.
🗒️ Note: the Close button will close the Order and save changes made, but not push the Quote or Sales Order through to your accounting package.
Search
Utilise Search to find relevant conversations, and attachments.
Create and send messages
Add a message the bottom of the page, and:
Format text with bold, italic, underline, bullets and/or numbers
@ mention collaborators to direct messages to assigned/responsible people
Add signature for proof of delivery, approvals etc.
Add attachments (common formats such as PDF, images (JPEG, PNG, GIF, TIFF etc), Word, Excel etc)
Add emojis to personalise
Press Send to share.
🗒️ Note: if you add attachments to any Sales Order in Collaborate then the attachments will always be attached to the Order/Job.
Editing messages
Messages can be edited:
Select the kebab/other options menu beside a message.
Select
Edit.Make the edits in Add a message field.
Press Enter.
or deleted:
Select the kebab/other options menu beside a message.
Select
Delete.
Messages can be edited, downloaded or deleted by the following users:
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A user can edit their own messages and attachments, no-one else's | A user can delete their own messages and attachments, no-one else's | All users can download attachments |