Modify Subscriber Settings of Briefing, Description, Price, Purchase Order, or Invoice Conversations
Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to modify subscriber settings of briefing, description, price, purchase order, or invoice conversations.
To use the Briefing submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.
To use the Description submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.
To use the Price submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.
To use the Purchase Order submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.
To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.
To modify the subscriber settings of a briefing, description, price, purchase order, or invoice conversation:
-
On the main toolbar, click
Jobs
.
- On the side toolbar, click Jobs List and highlight the job of the conversation that you want to modify the subscriber settings of.
-
Take one of the following actions:
- On the side toolbar, click Briefing.
- On the side toolbar, click Description.
- On the side toolbar, click Price.
- On the side toolbar, click Purchase Order.
- On the side toolbar, click Invoice.
-
Click the Briefing Conversation
, Task Conversation
, or Conversation
tab.
-
Click
Show the conversation options
and select
Subscriber settings.
- In the Subscriber Settings dialog box, you can unsubscribe users, determine if the conversation will be shown in a user's inbox, and send a user a link to the conversation. You can also make the conversation private, restrict invite permission, lock the conversation, and pin the conversation.
- After making the necessary modifications, click OK.