Messages - Revision history

Andrii at 14:23, 27 September 2022

2022-09-27T14:23:39Z

2020-12-31T09:28:26Z

2020-11-11T13:51:30Z

2020-11-11T13:51:02Z

2020-10-20T07:57:05Z

‎General information

2020-10-20T07:49:03Z

‎General information

2020-10-20T07:48:23Z

‎General information

2020-10-19T11:35:43Z

‎General information

2020-10-19T11:35:29Z

‎General information

2020-10-19T11:24:34Z

‎General information

@@ Line 24: / Line 24: @@
 =='''General information'''==
-In the '''Messages''' field enter your text and press the '''"Send"''' button:
+In the '''Messages''' field enter your text and click the '''"Send"''' button:
 [[File:Messmess.png|border|250px]]
@@ Line 38: / Line 38: @@
 [[File:Message email.png|border|500px]]
-By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.
+By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.
 <span style="color:blue">'''Tip:''' </span> If your client or vendor cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.

← Older revision		Revision as of 09:28, 31 December 2020
Line 1:		Line 1:
		+	__FORCETOC__
	Watch our video tutorial on Messages - [[File:2ag.png\|40px\|link=https://youtu.be/DhbznYfEXPI]]		Watch our video tutorial on Messages - [[File:2ag.png\|40px\|link=https://youtu.be/DhbznYfEXPI]]

← Older revision		Revision as of 13:51, 11 November 2020
Line 1:		Line 1:
−	Watch our video tutorial on Messages -[[File:2ag.png\|~~60px~~\|link=https://youtu.be/DhbznYfEXPI]]	+	Watch our video tutorial on Messages - [[File:2ag.png\|40px\|link=https://youtu.be/DhbznYfEXPI]]

	You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages.		You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages.

← Older revision		Revision as of 13:51, 11 November 2020
Line 1:		Line 1:
		+	Watch our video tutorial on Messages -[[File:2ag.png\|60px\|link=https://youtu.be/DhbznYfEXPI]]
		+
	You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages.		You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages.

@@ Line 24: / Line 24: @@
 [[File:Messmess.png|border|250px]]
 Clients, vendors, and managers will get emails once someone sent a message to them.
@@ Line 29: / Line 33: @@
 You can read the message and reply straight from the email:
-[[File:Invoice client reply.png|border|500px]]
+[[File:Message email.png|border|500px]]
 By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.

← Older revision		Revision as of 07:49, 20 October 2020
Line 34:		Line 34:


−	<span style="color:blue">'''Tip:''' </span> If your client or vendor cannot log in to the system ~~(and you do not plan allow them to use the Client Portal and the Vendor Portal)~~, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.	+	<span style="color:blue">'''Tip:''' </span> If your client or vendor cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.

← Older revision		Revision as of 07:48, 20 October 2020
Line 34:		Line 34:


−	<span style="color:blue">'''Tip:''' </span> If your client or vendor cannot log in to the system (and you do not plan allow them to use the Client Portal and the Vendor), you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be ~~available~~ for them.	+	<span style="color:blue">'''Tip:''' </span> If your client or vendor cannot log in to the system (and you do not plan allow them to use the Client Portal and the Vendor Portal), you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.

← Older revision		Revision as of 11:35, 19 October 2020
Line 33:		Line 33:
	By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.		By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.

−	<span style="color:blue">'''Tip:''' </span> If your client or vendor cannot log in to the system (and you do not plan allow them to use the Client Portal and the Vendor), you can use the '''"Messages"''' field as an option to leave notes or anything you need.

−	But if you allow them to log in, all the messages will be available for them.	+	<span style="color:blue">'''Tip:''' </span> If your client or vendor cannot log in to the system (and you do not plan allow them to use the Client Portal and the Vendor), you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be available for them.

← Older revision		Revision as of 11:35, 19 October 2020
Line 32:		Line 32:

	By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.		By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object.
		+
		+	<span style="color:blue">'''Tip:''' </span> If your client or vendor cannot log in to the system (and you do not plan allow them to use the Client Portal and the Vendor), you can use the '''"Messages"''' field as an option to leave notes or anything you need.
		+
		+	But if you allow them to log in, all the messages will be available for them.