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PostPosted: Mon Jan 07, 2019 2:01 pm 
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Joined: Tue Dec 10, 2013 3:27 pm
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Create efficient dialogues with your team using our built-in communication function. Our Version 8 CollabX feature lets you instantly message your team members from within the Scheduler.

To create a new CollabX dialogue within a report:
--After running the report, right click on your drilldown cells to open the CollabX tool
--Existing messages tied to this report will appear in sequence. You can type in a message to add to the existing dialogue. Messages list the user name and date.
--To create a chat, simply click the "Start Conversation" button.
--Attachments can be dragged into the CollabX chat box in order to share with other users.
--Users must have their email address included in the client in order to view and participate in these chats. You can add user emails under Admin Setup > User Setup

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