There are two ways a user can access Conversations: the Conversations page and the Conversations tab in a transaction. This article will explain how to open each Conversations view and the differences between the two.
The Conversations Page
The Conversations page will display all conversations (including call logs) where the user is the sender, recipient, or a follower.
To access the Conversations page, click the Conversations button in the top right corner of the screen. This button can be found on any page in O4 except when Conversations is already open. The button will display gray or red depending on the status of the user's messages.
- - the user has no unread messages
- - the user has one or more unread messages
Learn more about receiving and replying to conversations.
For messages that are tied to a transaction, a link will be available to allow users to quickly open the transaction in O4. Note: this link will open the Sales View of a project.
The Call Log tab is unique to the Conversations page. This tab will display all call logs regardless of if the user created it. Learn more about creating call logs from the Conversations page.
When creating a call log from the Conversations page, the Transaction field is available which allows users to associate the call with a transaction.
The Conversations Tab
The Conversations tab can be found in transactions. This tab will only display the conversations that are tied to the transaction. In projects, the Conversations tab is present on each phase. Learn more about the Conversations tab in a transaction.
The Conversations subtab is unique to the Conversations tab and displays all conversations (including call logs) tied to the transaction regardless if the user sent, received, or was followed on the message thread.
When a call log is created from the Conversations tab, it will appear as a message thread denoted by the icon. Users can reply and follow users on threads that have a call, however, they cannot attach calls to an existing message thread. Learn more about creating a call log in a transaction.