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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