Communication
Envoy™ Chat
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?
Messages
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?
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
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?
Announcements
FAQ: Announcements
Call Logs
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?