Record Audio Messages for Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to record audio messages for job conversations.

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

To record an audio message for 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 record a conversation audio message for.
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 record an audio message for 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 record an audio message for.
6. Highlight the conversation that you want to record an audio message for.
7. In the right pane, under the Type a comment or drag files here field, click Record an audio message and start recording your message.
   Note: You can use either your computer's default microphone or attach an external one.
   The Record an audio message icon turns red while recording is ongoing.
8. After recording your audio message, click Record an audio message again and enter a file name for your recording.
9. Click OK.
   The saved audio recording appears as an attachment.
10. In the Type a comment or drag files here field, enter your comment and click Publish or Private.
    WorkBook displays the new comment at the bottom of the list of comments.