Show Briefing, Description, Price, Purchase Order, or Invoice Conversations in your Inbox

Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to show briefing, description, price, purchase order, or invoice conversations in your inbox.

To use the Briefing submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Description submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Price submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Purchase Order submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To show a briefing, description, price, purchase order, or invoice conversation in your inbox:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job of the conversation that you want to show in your inbox.
  3. Take one of the following actions:
    • On the side toolbar, click Briefing.
    • On the side toolbar, click Description.
    • On the side toolbar, click Price.
    • On the side toolbar, click Purchase Order.
    • On the side toolbar, click Invoice.
  4. Click the Briefing Conversation , Task Conversation , or Conversation tab.
  5. Click Show the conversation options and select Show in inbox.
    Note: If you are in the conversation, you will have access to it in your inbox.