When using the eSPACE Simple Scheduler, you may be asking what are conversations?
They can be defined as a group of comments between a certain sub-set of people regarding the event.
Conversations exist in the Simple Scheduler so that all communication and comments around an event can be streamlined and logged.
The very first thing you want to do before getting started with conversations is update your profile picture. This can be done by clicking Profile, within the person icon drop-down menu, located on the top right of your dashboard, as shown below.
Next, click on Select Image, crop and SAVE. That's it! Now you are ready to use conversations!
Conversations can be created/viewed/edited/deleted inside an event by clicking on the Conversations tab inside an event.
To start a new conversation, click the green New Conversation button.
NEXT, you will add the following (see attachment below):
- Subject: This is the subject of what you want to discuss.
- Is Private Conversation: If you want to keep the conversation private between multiple parties, then click this box.
- Initial Comment: This is the first comment in the conversation and will get the conversation kicked off.
- Invite others to the conversation! Just click within the desired box(es) to select others.
NOTE: If you invite an external contact to the conversation, they will receive an email when anyone in the conversation leaves a comment. Anytime they reply to a conversation email, it will be added into the eSPACE conversation.
After selecting Start Conversations you will then see the following:
PARTICIPATING IN CONVERSATIONS
To participate in a conversation click the blue View button....
OR click the “Unread” indicator on your dashboard:
Once you are in a conversation, you can Chat in real time!
LOOPING OTHERS INTO CONVERSATIONS
To bring someone else into a conversation, simply click EDIT, and add whoever you wish!
CLOSING A CONVERSATION
To close a conversation, click the Close Conversation tab. This will move the conversation to your Closed conversations inside an event:
NOTE: You can always re-open or view the conversation once it is closed!
PRINTING A CONVERSATION LOG
If you would like to print out the full history of a conversation, click the PRINT button:
EMAILING A CONVERSATION
If you would like to Email a conversation, you can click the Email Conversation button.
You can then select any number of users and send them the conversation log.
RESPONDING VIA EMAIL
You as a user can respond to any conversation email and any response will automatically be logged into the conversation. You may cut off conversation emails anytime by updating your user profile.
Go to the top right corner of your dashboard, select Profile from the drop-down menu to the right of the person icon as shown below.
Then select Notification Preferences...
And deselect the following and SAVE.