Collections/Internal Chat (the name can be determined by your agency) is accessible from the desktop if enabled by your agency. It is a means of bringing together a group of users so they can discuss an issue/work on a project. Users can 'chat' in a conversation style and add relevant documents.

To do this, go to Desktop - Collections/Internal Chat. Click on new and the following box will appear:

Required

• Name - Name you would like to give the collection/internal chat
• Internal Chat/Collection Types - Collection/Internal Chat type as created in Agency Set Up

Not required

• Date From - Date Collection/Internal Chat starts (can be added after the creation)
• Date To - Date Collection/Internal Chat ends (can be added after the creation)
• Notes - If you have any notes required to be on this Collection/Internal Chat

View of Collections/Internal Chat on Desktop below:

Example of Collection/Internal Chat above

• You can only add users to the chat if they have the collections user layout setting activated
• You can drag and drop records to Collections/Internal Chats including candidate, contact, timesheets and invoices
• When a user gets a pop up reminder to advise they have been added to a Collection/Internal Chat or that there is a new chat message, there is a button within the pop up that takes you to the Collections/Internal Chat view on Desktop, see below: