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 the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the debtor conversations that you want to get the deep link of.
  3. In the left pane of the Finance & Administration screen, click Debtors > Debtor List.
  4. Click the List tab and highlight the debtor with the conversation that you want to get the deep link of.
  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 with access to WorkBook can open the link.