Show Debtor Conversations in Your Inbox

Use the Debtor conversation tab under the Debtor list submodule to show conversations with selected debtors in your inbox.

To use the Debtor Invoices submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To show a debtor 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 debtor conversations that you want to view in your inbox.
  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 show in your inbox.
  5. Click the Debtor conversation tab.
  6. 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.