GradeApp
  • Introduction
    • About The Application
    • How to use the Documentation
  • Getting Started
    • First-time setup
      • User roles and permissions
      • Assigning Roles
      • Permissions table
  • Platform Overview
    • Dashboard
      • Private Dashboard
      • Advanced Dashboard
    • Sales
      • Lead Contact
      • Deals
      • Proposal
      • Clients
      • Estimates
      • Contracts
      • Deal Report
      • Sales Report
    • HR
      • Employees
      • Leaves
      • Shift Roster
      • Attendance
      • Holiday
      • Designation (Positions)
      • Department
      • Appreciation
      • Leave Report
      • Attendance Report
      • Assets
      • Knowledge Base
    • Recruit
      • Dashboard
      • Jobs
      • Job Applications
      • Interview Schedule
      • Offer Letters
      • Skills
      • Candidate Database
      • Reports
      • Career Site
    • Communication
      • Calendar
      • Messages
      • Notice Board
      • Zoom Meeting
      • Letter Generate
      • Letter Template
      • QR Code
      • Webhooks
    • Projects (Work)
      • Projects
      • Tasks
      • Timesheet
      • Project Roadmap
      • Service desk
      • Task Report
      • Time Log Report
    • Finance
      • Invoices
      • Incomes
      • Credit Note
      • Expenses
      • Bank Account
      • E-Invoice
      • Payroll
      • Employee Salary
      • Finance Report
      • Income Vs Expense
      • Expense Report
    • Orders
    • Purchase
      • Vendor
      • Products
      • Purchase Order
      • Bills
      • Vendor Payments
      • Vendor Credits
      • Inventory
      • Reports
    • Settings
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  1. Platform Overview
  2. Communication

Messages

The Messages section serves as a centralized communication hub within the ERP system, enabling users to engage in conversations with team members and clients effectively. It provides an organized view of messaging interactions, facilitating smooth communication across the organization.

New Conversation Functionality: The "New Conversation" button allows users to initiate a new messaging thread easily. Upon clicking, users are directed to a form to input essential information, including:

  • Choose Member: A dropdown menu to select team members or clients to engage in the conversation.

  • Message Field: A text area for composing the message.

  • Add File Option: Capability to attach relevant documents or files to the message.

Messaging Interface: In the messaging window, users can view the following:

  • Active Conversations: A list of ongoing chats, if any, allowing users to select and continue previous discussions.

  • Send and Cancel Buttons: Options to send the composed message or cancel the conversation initiation.

Purpose of the Messages Section

This section is designed to enhance internal and external communication by maintaining organized messaging records. It supports effective collaboration, ensures timely information sharing, and fosters better relationships between team members and clients, ultimately promoting a more connected workplace.

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Last updated 5 months ago