WorkBook

Get Deep Links to Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to get deep links to 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 get the deep link to 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 that you want to get the deep link to.
  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 that you want to get the deep link to 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 that you want to get the deep link to.
  6. Highlight the conversation that you want to get the deep link to.
  7. In the right pane, click Show the conversation options and select Get deep link to conversation.
  8. In the Conversation deep link dialog box, click Copy link to clipboard.
    Note: Only users with access to WorkBook can open the link.