New Features
Composing Messages and Notes
Composed message/note persists within the session, when a user goes away from and comes back to the thread.
- When typing a message or a note in the contact thread, or a team message, if the user leaves the page and comes back, the text within the compose area will persist within the same session.
- When the user comes back to the thread whatever was previously typed is maintained, including forms or attachments.
- Persists only within this session only.
What is a direct team message?
A direct team message is a chat conversation shared between two Members or a selected group of Members in an organization. Members have the ability to send a direct message to any Member in an organization.
How to initiate a Direct Team Message:
Members have two options to initiate a a Direct Team Message.
Option 1 (Recommended): Select 'Direct' under Team Messages on the Navigation Panel. Any Direct Team Messages initiated in the past will be listed; select an existing conversation or start a new message, by click the green + sign in the upper right hand corner and search for the Member.
Note: A Member has the ability to see other online Members, indicated by the green dot.
Option 2: Navigate to Settings -> Members -> Select the Member ->. Select 'Go to Conversation' in the Summary -> Start a direct message with that Member
How to direct message more than one Member:
Select 'Direct' under Team Messages on the Navigation Panel. Any Direct Team Messages initiated in the past will be listed; select an existing conversation or start a new message, by click the green + sign in the upper right hand corner and check Select Multiple Members.
How to send files or use Templates within Direct Team Messages:
Files up to 50 MB and/or utilize templates can be sent in Direct Team Messages. When using templates within a team group, a Member will only be given the option to use team message templates that are specific for internal communication.
Can a Direct Team Message be closed?
Yes, the Member has the option to close the converstation with another Team Member.
A member is only closing the conversation for themself as a member. It will remain in the other members' inboxes. Messages that have been closed can be reopened by searching for the members in that chat. Bulk Actions can be completed in Direct Team Messages as well.
How to @Mention another team member in a direct chat and create a task:
Members have the ability to @Mentions team members that are included in a direct team message and to @Mentions themselves to create a task for themselves.
Under Team Messages select 'Direct'
Choose an existing Direct Team Message, or select the green + sign to compose a new message
In the message composition area, type '@' followed by the Member's name or choose from the populated list of Members in the message thread.
Send the message using the green paper airplane to notify the Member