NexJ Logo

Managing your conversations using your tablet

In NexJ CRM, a conversation is a collection of related messages exchanged securely between two or more users.

A conversation can be associated with a specific record in a subject area, making the conversation contextual. All of your conversations appear in the Conversations workspace in the conversations list. Selecting a conversation in this list opens its details and messages in the detail view to the right.

Conversations are sorted according to their latest messages; the conversation with the most recent message appears at the top of the conversations list.

Starting conversations

When using NexJ CRM on a tablet, you can create new conversations from any workspace or page.

To start a conversation:

  1. Touch the Add button and then touch Conversation.
    A new conversation opens.
  2. In the With field, search for and then select the user or users you want to start a conversation with.

    Info

    You can only add users to the conversation when you first create it. After you send the first message in the conversation, you can no longer add users.

  3. [Optional] In the About drop-down, select a subject area for the conversation. In the About text input field, search for the specific record within the selected subject area and then touch the name of the record you want as context for this conversation.

    Info

    Conversations associated with contacts appear in the Conversations workspace and in the Profile page of the associated contact's record.

  4. [Optional] In the Subject field, add a meaningful subject for this conversation.
  5. [Optional] In the Security field, select the Private to Participant checkbox to mark this conversation as private.
    Conversations marked as private are visible to only the participants in the conversation.
  6. In the Message field, enter the text for this first message in the conversation.
  7. Touch Send.

The message is sent to the specified participants and each participant receives a message notification in the desktop application. ccording to their latest messages; the conversation with the most recent message appears at the top of the conversations list.

Viewing conversations

View your conversations in the conversations list of the Conversations workspace.

To view conversations:

  1. Navigate to the Conversations workspace. The conversations list appears to the left of the screen.

    Info

    If you have more conversations than can fit on the screen, a Load More button appears at the top of the list.

  2. Select the conversation you want to review.
    The conversation opens and displays the most recent messages from this conversation.
  3. [Optional] Touch Load More to see more messages from this conversation.
    The conversations list expands to display more messages (in increments of 10) beneath the messages already being displayed.

You have now viewed a conversation and its messages.

Replying to conversation messages

Any participant in a conversation may reply to it; if you are not a participant in the conversation, you cannot reply.

To reply to a conversation:

  1. Navigate to the Conversations workspace.
  2. Locate and select the conversation you want to reply to.
    The conversation messages open in the detail view to the right of the screen.
  3. In the blank message field, enter the text of your message.

    Info

    You cannot send a blank message.

  4. Touch Send.

Your message is sent to all of the participants in the conversation and each participant receives a notification.