Difference between revisions of "Messages"
Aleksandra.d (talk | contribs) |
|||
| (22 intermediate revisions by one other user not shown) | |||
| Line 1: | Line 1: | ||
| − | + | __FORCETOC__ | |
| + | 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. | |
| − | ''' | + | =='''Client's messages'''== |
| + | |||
| + | This feature is available for the following clients' objects: | ||
*<U>'''[[Quote details section#Messages|Quotes]]'''</U>. | *<U>'''[[Quote details section#Messages|Quotes]]'''</U>. | ||
| Line 11: | Line 14: | ||
*<U>'''[[Client payment view#Messages|Client payments]]'''</U>. | *<U>'''[[Client payment view#Messages|Client payments]]'''</U>. | ||
| − | ''' | + | =='''Vendor's messages'''== |
| + | |||
| + | This feature is available for the following vendors' objects: | ||
| − | *<U>'''[[Job view#Messages|Job | + | *<U>'''[[Job view#Messages|Job]]'''</U>. |
*<U>'''[[Vendor invoice view#Messages|Vendor invoices]]'''</U>. | *<U>'''[[Vendor invoice view#Messages|Vendor invoices]]'''</U>. | ||
*<U>'''[[Vendor payment view#Messages|Vendor payments]]'''</U>. | *<U>'''[[Vendor payment view#Messages|Vendor payments]]'''</U>. | ||
| + | |||
| + | =='''General information'''== | ||
| + | |||
| + | In the '''Messages''' field enter your text and click the '''"Send"''' button: | ||
| + | |||
| + | [[File:Messmess.png|border|250px]] | ||
| + | |||
| + | Here you can see the example of how it looks like: | ||
| + | |||
| + | [[File:Send message.png|border|400px]] | ||
| + | |||
| + | Clients, vendors, and managers will get emails once someone sent a message to them. | ||
| + | |||
| + | You can read the message and reply straight from the email: | ||
| + | |||
| + | [[File:Message email.png|border|500px]] | ||
| + | |||
| + | 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. | ||
Latest revision as of 16:23, 27 September 2022
Watch our video tutorial on Messages - 
You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages.
Client's messages
This feature is available for the following clients' objects:
Vendor's messages
This feature is available for the following vendors' objects:
General information
In the Messages field enter your text and click the "Send" button:
Here you can see the example of how it looks like:
Clients, vendors, and managers will get emails once someone sent a message to them.
You can read the message and reply straight from the email:
By clicking "Reply to this message", you will be redirected to the "Messages" field of the respective object.
Tip: 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.
