Implementation in the Workspace Client

In the Workspace Client, the functionality is available by default in the several workspaces.

These include:

  • Vendor Invoices
  • Jobs
  • Batch Invoicing
  • Blanket Invoicing

While the functionality is made available within the relevant workspaces in the Workspace Client, the implementation here is not as streamlined as in the web client. Some key differences are:

  • The Conversation sliding panel does not display until after someone clicks the Create Conversation action.
  • You use a separate workspace/assistant to add participants to a conversation, and a different workspace to see a list of all your unread messages.
  • You receive notifications for unread messages in the Notification Center, similar to how you receive all other notifications in the Workspace Client.