Dillner's Accounting Tools > section > Conversations
You may communicate with your staff using the Conversations feature of the VO. All conversation threads are retained for documentation purposes. You have the ability to create a new conversation, reply to a recent conversation or search your conversations by date or title. These conversations can be with one staff member or multiple staff. The Conversations Note: A list of the staff will open. You can narrow the selection down by entering the first few characters of a name in the search field. Note: You have additional message features to choose from by using the icons in the top right corner before sending the message. These features, indicated with the red arrow in the screenshot above, are described below.
Conversations with Staff
icon on the Control Menu will open Conversations. The number of unread conversations will be displayed in the upper right-hand corner of the icon.
New Conversation with Staff
icon to send the file as an attachment.
icon if you wish to enter your own closing.
icon to attach one or more files to the conversation message. You may also use the drag-and-drop method.
icon to Insert Message Template from your list of Message Templates to Clients, Staff or for General Messages. Click here for instructions on Message Templates.
icon to Add People to the message. Select the name(s) and click the blue Add button.
icon to send the conversation message to the staff.
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