O4 Conversations

Conversations may be utilized from two different locations in O4: the Message Center and the Projects page. From the Projects page, conversations work similarly as in OASIS. However, the Message Center is a brand new feature that is only available in O4. Improving on conversations in OASIS, the Message Center allows users to communicate via messages and calls for tasks and transactions across O4. For users who prefer to center conversations around projects and quotes only, the "Conversations" tab can also be accessed through the Projects page, and is best used to create and track conversations related to an individual project or quote. 

Navigating to O4 Conversations

The Message Center- the articles listed below discuss using the conversations feature through the Message Center in O4. Ingen Software recommends using the Message Center when creating and following conversations and calls for tasks across O4.

• Creating Conversations from the Message Center
  • Receiving and Replying to Conversations From the Message Center
  • Adding and Removing Followers From a Conversation
  • Viewing Transactions Related to a Conversation
• Creating a Call (O4)

The O4 Projects "Conversations" Tab- the articles listed below discuss using the "Conversations" tab in an O4 Project. Ingen Software recommends using this tab when creating and following conversations about a specific project or quote.

• Adding Conversations to O4 Projects