Conversations

Employees can engage in conversations about specific records from within Maconomy 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:

  • If you delete a message where you mention another user, Maconomy 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 speech bubble 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. Maconomy 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.
• Open the Conversation Center workspace.

The Conversation Center

Use the Conversation Center to view, tag, and respond to any conversation in which you are a participant. Click the speech bubble icon, then the Conversation Center link to access this workspace.

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

• Get an overview of conversations and messages, and search against these lists.
• View conversations to which they are subscribed, even if they do not have access to the record or transaction associated with that conversation.
• Pin, mute, or unsubscribe from conversations.

Note that this workspace can only list up to 5,000 messages per conversation, with the latest message at the top. This is a general limitation of Maconomy.

Fields

Field

Description

Search

Enter any search term here to look for a specific message in any conversation in which you are subscribed. Maconomy will list all the messages that fit your search criterion on the left-hand pane, and rename that pane "Messages". All unread messages are marked with a blue dot. If you click a message, Maconomy then displays the relevant conversation on the right-hand pane with the message you selected briefly highlighted to help you spot it. If you clear this field, the left-hand pane reverts to being labeled "Conversations".

Conversations Pane

This pane lists the conversations in which you are subscribed, depending on which filter is currently active. It lists your pinned conversations (if any) first, arranged according to which conversation contains the most recent message. It then lists all your other conversations, arranged according to which conversation contains the most recent message. Both these lists are collapsible.

Field	Description
Show	Select an option from the dropdown list to filter the conversations listed in the pane. Options are: Default - Lists all your unmuted conversations. This is the field's default value. Unread - Lists your unread conversations only. Muted - Lists your muted conversations only. All - Lists all your conversations, including those that you muted.
	If you hover your pointer over the rightmost end of a conversation line, this vertical ellipsis displays. Click this icon to view the actions you can apply to that conversation line. Available actions are: Pin (or Unpin, if you already pinned the conversation) Mute (or Unmute, if you already muted the conversation) - When you click this action, you will no longer receive notifications about the conversation unless you are mentioned in a message. Unsubscribe These options are employee-specific. Any option you choose will apply to you only.

Messages Pane

After you select a conversation on the left-hand pane, this right-hand pane lists all the messages in that conversation.

Messages Area

This contains all the messages in the conversation you selected. In this area, you can:

• Mark specific messages as unread. Hover your pointer at the end of the message line, then click the vertical ellipsis that appears. Click Mark as unread.
• Delete the last message you sent, within 15 minutes of sending it. Just click the Delete icon to the right of that message.
• Go directly to the record or transaction relevant to the current conversation. Hover your pointer over the conversation title until you see an arrow at the end of the title. Click that arrow to navigate to the relevant record or transaction.

Input Area

This is available at the bottom of the pane. You can type your message here, then press ENTER or click the paper plane icon to send. Each message has a 255-character limit.

Pane Actions

Action	Description
+ Add Participant	Click this action to include a user to the current conversation. The selected user will be subscribed automatically to the conversation.
Conversation Title	Click the conversation title to navigate to the relevant workspace for the open conversation.
	Click the vertical ellipsis icon on the top right corner of the pane to perform any of the following actions: Pin (or Unpin, if you already pinned the conversation) Mute (or Unmute, if you already muted the conversation) Unsubscribe
	Click the paper plane icon to send a message.

Reply to a Conversation Using the Conversation Center

You can use the Conversation Center to reply to messages.

To reply to a conversation:

1. Click the speech bubble icon on the top right corner of the menu.
2. Click Conversation Center.
3. Search for a message on the Search field, or select a message from your pinned or recent conversations.
4. In the input area, type your reply. If needed, mention a specific person by typing @[name] as part of the text.
5. Click the paper plane icon or press ENTER to send the message.