Show Job Conversations in your Inbox

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to show job conversations in your inbox.

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 show a job conversation in your inbox:

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 show in your inbox.
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 show in your inbox 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 show in your inbox.
6. Highlight the conversation that you want to show in your inbox.
7. In the right pane, click Show the conversation options and select Show in inbox.
   Note: If you are in the conversation, you will have access to it in your inbox.