• Accounting CRM

The In-App Chat

The In-App Chat allows you to start a chat with any team member with access to the same database and task.


To start a chat, go to the relevant table, then click on the chat icon next to the record you would like to chat about.




The chat screen will open. Type @ and select the team member you would like to start a conversation with from the dropdown list.


This team member will then receive a notification in the My Chats table.

The unread message count indicates the number of messages that have been added to this chat since the last time that you checked.


This will take you to the relevant record where you can click on the chat icon and continue the chat.


Once you have read and responded to the chat, please change the status to read. The Unread counter will then reset to 0.


In the next phase, we aim to upgrade the chat so that it automatically resets the Unread message counter once you click on the hotlink to see the chat.



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