Edit your Latest Comment in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to edit your latest comment in job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To edit your latest comment in a job conversation:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation where you want to edit your latest comment.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job of the conversation where you want to edit your latest comment and on the grid toolbar, click Job settings .
  5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation where you want to edit your latest comment.
  6. Highlight the conversation where you want to edit your latest comment.
  7. In the right pane, hover over your latest comment and click Edit comment .
  8. In the Type a comment or drag files here field, make the necessary edits on the comment and click Cancel, Delete, Publish, or Private, as applicable.
    The edits will reflect on your latest comment in the conversation.