Get Deep Links to Debtor Conversations

Use the Debtor Conversation tab under the Debtor List submodule to get the deep link 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 get the deep link to a debtor conversation:

1. On the main toolbar, click Finance & Administration .
2. 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 that contains the debtor conversations for which you want to get the deep links.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor that has the conversation fo which you want to get the deep link.
5. Click the Debtor Conversation tab.
6. Click Show the Conversation Options and select Get Deep Link to Conversation.
7. In the Conversation Deep Link dialog box, click Copy Link to Clipboard.
   Note: Only users who have access to WorkBook can open the link.