Work the shared inbox

In Heyquip: Messaging

You will be able to see every customer conversation in one inbox, filter it down to what still needs a reply, and clear a conversation once you have answered it.

Steps

1. Go to Messaging in the left menu, or click the Dashboard's Quotes > Awaiting reply widget to land straight in the list.

2. The list opens on the Waiting for Reply filter chip, active by default with a red dot, so you start on the conversations that still need an answer.

   

3. Switch between List and Grid view using the icons above the list. Grid shows each conversation as a card. List, the default, is a table you can customize with the column-picker icon next to the view toggles.
4. You can filter by:
   • Type
   • Status
   • Item types

5. You can order by : 

   • Type (Order or Quote)
   • Status (New or Waiting on client)
   • Item types (Rental or Subrental)
   • The order's state : Reserved, Quote, Completed), the customer, the item dates, the total, and a preview of the last message.

   

6. Click a row, anywhere, to open that conversation and reply.
7. Click the eye icon to open a side panel of the order.
8. Once nothing more is needed, click Mark as handled to clear the red dot from the list.

Related tasks

• Reply to a customer
• Leave an internal note
• Respond to an online quote
• Work the Items on orders screen