Use the Debtor Conversation tab under the Debtor list submodule to add new comments with emoji icons to conversations with selected debtors.
To use Debtor List in the Debtors submodule, you must have access to
Finance & Administration as defined in User Access Rights under
Settings.
To add a new comment with emoji icons to a debtor conversation:
-
On the main toolbar, click
Finance & Administration
.
-
If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company to which you want to add new debtor conversation comments with emoji icons.
-
In the left pane of the Finance & Administration page, click
.
-
Click the
List tab and highlight the debtor that has the conversation to which you want to add a comment with an emoji.
-
Click the
Debtor Conversation
tab and enter your comment in the
Type a Comment or Drag Files Here field.
-
Click
Insert an Emoji
and select the emoji that you want to insert.
-
Click
Publish or
Private.
WorkBook displays the new comment at the bottom of the list of comments.