Choose New Discussion located in the control bar above discussion topic list to create a new topic. An empty discussion forum will appear from the right.
Please select contacts and set them as "participants" in the discussion by dragging their names to the discussion window. Enter topic and content, set tags depending on your needs, add and select reference items and upload attachments. After completed, you can choose to save the message as Draft or Send it to your pre-set participants.
Select and set contacts
Contact Person :
Contact area contains all the contact information. You choose a company before seeing a list of all the contacts in the company. From here, you can drag the contacts to the way a theme for each of the participants list.
Please be noted that unauthorized contacts can only view the message content but have no access to reference items (such as orders, product information.)
If you would like to add multiple staff groups which include repeated staff to Participant in a new discussion, a warning message shows to remind you which contacts have been added to Participant.
Set tag :
You can click + beside the discussion topic list to expand the block. Drag the tag you need to the tag column in the discussion. Please refer to reference entry How do I add a default label ? for other settings.
Select reference items :
Please refer to reference entry How does the Reference function works ? for how to generate a reference item. You can also click + to expand Chosen Reference Item and drag the item you need to the reference item column in the discussion.
Upload attachment :
In the discussion, choose Upload attachment in the toolbar above. Browse the file to be uploaded, name it and press upload.
