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How to use the chat function

Ronny Christensen avatar
Written by Ronny Christensen
Updated this week

The chat feature allows you to quickly communicate with contacts and team members directly in the system. Follow this guide to get started.

Using the chat

Search for contacts

  • Use the search bar to find a contact by entering their name or email address.

  • The list will be automatically filtered based on your search.

Add a new recipient

  • Click the "+ Recipient" button to start a new conversation.

  • Select the recipient from the list or create a new contact if the person is not already in the system.

Chat features

  • Direct messages: Send and receive messages in real-time for instant communication.

  • Attachments: Share documents, photos, or other files directly in the chat.

  • History: View past conversations with contacts for easy reference.

Tips for Effective Use

  1. Keep communication organized:

    • Name conversations with specific topics to make them easier to find later.

  2. Use the search efficiently:

    • Take advantage of the search function to quickly find important messages or contacts.

  3. Sharing files:

    • Use the chat to share files quickly and easily without the need for emails.

Need help?

If you experience any problems with the chat function or if you have any questions, you are always welcome to contact us.

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