Create a Conversation

You can correspond with other employees about a specific transaction by creating conversations.

To create a conversation:

  1. Open the transaction to which you want to add a conversation.
  2. Click Actions > Create Conversation.

    Maconomy makes the Conversation sliding panel available in the workspace.

  3. On the Conversation sliding panel, click .
  4. Type your message in the Text field.
  5. Click or press ENTER.
  6. On the Message Employee sliding panel, click to add users to the conversation.
  7. Enter or select the employee number or name.
  8. Click or press ENTER.
  9. On the Conversation sliding panel, click Send.

    Maconomy sends an unread message notification to the recipients of the message.