Last Updated January 25th, 2018 by Christine McCarty

Users with access to the client portal will be able to have discussions with their service provider/customer within a work order, quote, changes, and incidents.

Here's how to start a new discussion:

  1. Open a Record you want to discuss.
  2. Click Discuss.
  3. Click New Topic.
  4. Enter a topic and description and click Submit.
  5. Enter your replies/comments.

The Service Providers/Customer will be notified that a discussion was started and will be able to reply.

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