Use the Debtor conversation tab under the Debtor list submodule to add new comments with emoji icons to conversations with selected debtors.
To use the Debtor List submodule, you must have access to
Finance & Administration as defined in the User Access Rights submodule under
Settings.
To add a new comment with emoji icons to a debtor conversation:
-
On the main toolbar, click
Finance & Administration
.
-
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 to which you want to add new debtor conversation comments with emoji icons.
-
In the left pane of the Finance & Administration screen, click
.
-
Click the List tab and highlight the debtor with the conversation that you want to add a comment with an emoji to.
-
Click the Debtor conversation
tab and enter your comment in the
Type a comment or drag files here field.
-
Click
Insert an emoji
and select the emoji that you want to insert.
-
Click
Publish or
Private.
WorkBook displays the new comment at the bottom of the list of comments.