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ConstructionOnline Knowledge Base

Communication

Call Logs

Communication

Envoy™ Chat

Overview: What is Envoy™ Chat?

Show/Hide Envoy Chat

Create a Chat

Create a Project Channel

Open an Existing Chat

Rename Direct Chats

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FAQ: Envoy™ Chat

What is Envoy Chat?

How does Envoy Chat compare to other platforms?

What are the advantages of Envoy Chat?

Can I use Envoy Chat on mobile?

What is the advantage of Envoy Chat over text?

Do Envoy Chats send instantly in real time?

Can I see who is online through Envoy Chat?

When should I use Envoy Chat vs. other Communication tools in ConstructionOnline?

Does Envoy Chat send an email notification?

Can I create a group chat for my team with Envoy Chat?

How can I create a group chat with Envoy Chat?

How do I set up a Project Channel for Envoy Chat?

Can I message multiple people through Envoy Chat without starting a Channel?

Can I create a private Channel?

Can I create more than one Project Channel?

Can I use Envoy Chat with my clients and subs?

What happens if I delete an Envoy Chat or Project Channel?

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Messages

Create a New Message

Add Contacts to a Message

Add a Custom Message Signature

Print a Message

Archive a Message

View Archived Messages

Activate an Archived Message

Delete a Message

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FAQ: Messages

What are the differences between Messages, Announcements, Inbound Emails, and Envoy™ Chat in ConstructionOnline?

Which ConstructionOnline Communication tools can I get through the CO Mobile App?

When should I use Messages vs. other Communication tools in ConstructionOnline?

Can I integrate my ConstructionOnline Messages with Gmail or Outlook?

Do I have to be logged into ConstructionOnline to respond to a Message?

How do I Message my Lead if the Project is won?

Does a Contact have to be assigned to a Project to be sent a Message?

Can I send a Message to a user that is not in the system?

Whose Messages can I see?

Who all can see my Messages?

Can ClientLink and TeamLink Users send Messages?

Can my clients/subs send a Message to anyone?

My client/sub can only message the Project Creator. Why can’t they message anyone else?

Who can my ClientLink and TeamLink Users message?

Can I edit a Message?

Can I save my Message and send it later?

What are Message Templates?

Can I search my Messages?

Can I remove a user from a Message?

Can I unsend a Message?

I created a Message for the wrong Project. Can I move it to a different Project?

Does archiving a Message conversation archive it for everyone?

What Messages do deleted users have access to?

Does deleting a Contact delete their Messages?

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Inbound Emails

Copy Inbound Project Email Address

Adding an Approved Email Address for Inbound Emails

View an Inbound Email

Save Attachment to a Project from Inbound Email

Download an Attachment from Inbound Email

Resend an Inbound Email

Export Inbound Emails to Excel

Removing an Approved Email Address

Delete an Inbound Email

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FAQ: Inbound Emails

What are Inbound Emails in ConstructionOnline?

Who can access Inbound Emails?

Who can send emails to the Inbound Email address?

Can I limit the users that can send to my Inbound Email address?

Can I increase the users that can send to my Inbound Email address?

Can you set multiple emails for one user with Inbound Emails?

Can I change the Inbound Email address?

How can I make sure all my emails go to Inbound Emails?

Will Inbound Emails include attachments?

Do Inbound Emails integrate with Gmail or Outlook?

Can I use Inbound Emails in Opportunities?

When should I use Inbound Emails vs. other ConstructionOnline Communication tools?

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Announcements

Create a Project Announcement

View Project Announcements

FAQ: Announcements

When should I use Announcements vs. other Communication tools in ConstructionOnline?

Can I respond to an Announcement?

What is the point of sending an Announcement if no one can respond?

Who can see Announcements?

Who can receive Announcements?

Can I send an Announcement to specific users?

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Call Logs

Add a Call Log

Filter Call Logs by Contact

Filter Call Logs by Project

Filter Call Logs by Creator

Edit a Call Log

Delete a Call Log

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FAQ: Call Logs

What are Call Logs?

How should I use Call Logs?

Can I only log Call Logs for existing Contacts?

Who can see my Call Logs?

Can I create a private Call Log?

Can I link my mobile phone's call history to the Call Log feature in ConstructionOnline?

How do I print my Call Logs?

How long should I keep Call Logs?

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