Collaborate overview
Collaborate with stakeholders and keep all relevant communications and attachments i.e. delivery location maps etc, related to a specific Customer, in one location.
Locating this section in app: Sales > Customer > select a Customer > Collaborate
Collaborate page features
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 precise delivery locations, proof of delivery etc.
Add attachments (common formats such as PDF, images (JPEG, PNG, GIF, TIFF etc), Word, Excel etc)
Add emojis to personalise
Press
Sendto share.
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:
Edit | Delete | Download |
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 |