Create Resource Conversations

Depending on your role in WorkBook, you can create conversations for most resource types in Resources. These include clients, companies, prospects, and suppliers.

Note: You must have permission to add, delete, and modify resources to complete this task.

To create a resource conversation:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the resource for which you want to create or view conversations by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information / to display the resource information card.
5. On the side toolbar of the resource information card, click Conversation .
6. In the left pane of the resource information card, click > Create New Resource Conversation.
7. In the Create New Resource Conversation dialog box, start a conversation by entering a comment and selecting the participants in the conservation.
   You can specify if the conversation is open or private. You can also attach files, audio messages, and links.
8. Click Publish or Private.
   • Public: the conversation is visible to all companies in WorkBook and their employees.
   • Private: the conversation is visible only to the selected company and its employees.
   You can manage conversation by clicking Conversation Options on the upper-right corner of the conversation pane. For more information about conversation options, see Manage Resource Conversations.