Using Conversations in a Project

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Conversations is an O4-exclusive feature that provides users with a platform to house internal communications over direct messages and phone calls. This article will explain:

  • How to create a new message
  • How to create a new call log
  • The function of each tab in the Conversations tab

1. Click the OASIS_Icon.PNG icon.

2. Select Projects from the drop-down list.

3. The Projects Listing will appear. Create a project or open an existing project.

4. Click the Conversations tab in a phase.

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Creating a Message

1. Click  OI_NEW_CONVERSATION_ICON.svg  to create a new conversation. 

2. Enter a user in the To field. Users may select the CSR, Quoter, or Sales Team (all sales account on the quote) from the drop-down.

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3. Enter a subject line in the Subject field.

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4. Enter the message in the Message Field.

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5. Click sendmessage.svg to send the message.

 

Creating a Call Log

1. Click OI_NEW_PHONECALL_ICON.svg to create a new call log. 

2. Enter a subject line in the Subject field.

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3. Enter the contact's name into the Name field along with their contact details including company name, email address, and phone number, if desired. Users can begin typing to see a a list of Contact suggestions from their database. Selecting a contact from the suggestions list will auto-fill the company, email, and phone number if the information is entered in the contact's entry. Press ESC on your keyboard to free form text.

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4. Enter details about the call in the Notes field.

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5. Users may pause and/or adjust the phone call length as needed.

  • Pause.svg- pause the call. Users can manually enter the time while the call is paused. The Play.svg button will be available to allow users to resume the call counter, if desired.
  • Decrease.svg- decrease the time by 30 seconds
  • Increase.svg- increase the time by 30 seconds

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6. Click Save.svg to log the phone call.

 

Conversations Tab Walkthrough

The My Conversations Tab

Use this tab to view any conversations created by you.

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The Conversations Tab

Use this tab to view all conversations associated with the order.

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The Alerts Tab

Use this tab to view various system-generated emails, such as Bid Board Tile emails

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The Drafts Tab

Use this tab to view any conversations or phone calls that were not submitted. Note: users can only see their own drafts.

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