Use the Jobs List, Chat, or Settings submodule to display chat conversations according to category.
To use the Jobs List submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To use the Chat submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To use the Settings submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To display conversations according to category:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List.
-
Highlight the job of the conversations that you want to display according to category.
-
Take one of the following actions:
- Click
Further options
and select
View job settings. On the side toolbar of the right pane, click
Chat.
- On the grid toolbar, click
Job properties sidebar
and on the side toolbar of the right pane, click
Chat
.
- On the side toolbar, click
Chat.
- On the side toolbar, click
Settings and on the side toolbar of the right pane, click
Chat.
-
Click the applicable tab or use the drop-down list to select the category of the conversations that you want to display.
Note: For a closer look at the conversation, you can proceed to the Conversation tab of the corresponding submodule of the category.
Workbook displays the conversation threads in the left pane and the comments of the selected conversation in the right pane.