Conversations

Employees can engage in conversations about specific records from within iAccess workspaces.

By default, this is available in the following workspaces:

• WIP Invoice
• Invoice on Account
• Draft Invoices
• Customer Invoicing
• Collections
• Invoice Allocation

If added to any other workspace as a customization, the functionality works the same as described here.

Any workspace with conversations enabled includes a dedicated Messages pane on their right-hand side.

Subscribing/Unsubscribing to a Conversation

Adding a message to any conversation automatically subscribes you to that conversation, enabling you to receive notifications for messages added to it. Click Unsubscribe if you wish to stop receiving notifications for a specific conversation.

Note: You can also unsubscribe using the available action in the Message Center. See the next section for details.

If you want to add participants/subscribe others to a specific conversation, use either of two methods:

• Click the +Add Participant action, and select a user from the drop-down list. This action is only available if the conversation already contains messages.

• In the input area, mention a specific person by typing @[name] as part of your message. Mentioning a person automatically subscribes them to the conversation.

  Notes:

  • Typing @[name] only works if you are using Chrome or Safari.
  • If you delete a message where you mention another user, iAccess deletes the message but retains the user as a subscriber to the conversation.
  • You cannot unsubscribe other users from a conversation, so be careful when adding participants.

The Message Center

The top right corner of the menu includes a Notifications icon for unread messages. Click this blue icon to expand the Message Center, which lists your unread messages.

From within this Message Center, you can perform any of the following actions:

• Click a record on the list to go directly to the conversation for that record. iAccess will direct you to the end of the conversation thread, or to the first unread message in the thread.
• Hover your pointer at the end of a record line, then click the vertical ellipsis to expand the actions drop-down list. You can then choose to unsubscribe from the conversation for that specific record, or mark all your unread messages for that conversation/record as read.
• Use the action at the bottom of the Message Center to mark all your unread messages for all conversations as read.