Share an invoice, order or customer in a chat

Attach an invoice, bill, order, customer, vendor or product to a message so your colleagues can open it with one click.

Team Room 6 steps 0:56 video Team Room - User, plus access to the record you attach

Where to find it Team Room

Steps

Open Team Room and click the channel or the person you want to talk to.
Click the paperclip (Attach a record) next to the message box.
Choose the type of record: Invoice, Bill, Sales Order, Purchase Order, Customer, Vendor or Product. Search for it and click it. It appears above the message box.
Attach more if you like, up to five records. Click the paperclip again to add another, here a customer.
Type a message and click Send.
The records appear in the message. Anyone in the chat can click one to open it.

Tip

To take an attached record off before you send, click the small x next to it above the message box.

Note

You only see the kinds of records your own access allows. A colleague who cannot open invoices will not be able to open an attached invoice either.

Keep one channel per team or topic: start a channel or a direct message.

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