Start a Conversation
You can use the conversations functionality to correspond about a specific record or transaction with other employees in your company.
To start a conversation:
- Go to the relevant workspace, and drill down to a tab or subtab if needed.
- Select a record or transaction from the filter list.
- Expand the Conversation assistant found on the right side of the workspace.
- In the input area, type your message. If needed, mention a specific person by typing @[name] as part of the text.
- Click the paper plane icon or press ENTER to send the message.
Parent Topic: Invoice on Account Procedures