Send Messages
| Platform: | WebMobile |
|---|---|
| Plan Type: | BasicEssentialPremiumEnterprise |
| User Type: | RequesterFull UserAdministrator |
MaintainX users can draft and send messages to other members of their organization to easily communicate and share information.
- Users can send messages directly in the MaintainX web or mobile application.
- Users can create conversations with multiple users in the same organization or team chats with MaintainX teams.
Send a Message​
- Web
- Mobile
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From the sidebar, select Messages.
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Select +New Message.
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In the To: field, type the team, name or names of the MaintainX users you want to send a message to.
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Select the Write a message... field.
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Write your message.
- (Optional) To add an attachment or photo, select the (attach) icon. You can add text to go with the attachment if needed.
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Select Send.
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From the bottom navigation bar, select Messages.
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Select New Message.
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From the list of users in your organization, select the member(s) you want to message.
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Select Create.
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Select the Write a Message... field, and write your message.
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(Optional) To add one or several attachments, select the (attach) icon.
- Select the attachments. You can add text to go with the files if needed.
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To add a photo, select the (camera) icon.
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(Optional) Select Camera if you want to take a photo using your mobile device's camera.
- Select My Photos to select one or more existing photos from your mobile device. You can add text to go with the photos if needed.
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Select Send.
When you write a message, you can mention users by name. Type @ and their name. This sends a direct notification to the user you mentioned. This is useful if you’re typing a message in a team chat and need immediate attention from one of the chat members.
Generate a Work Order from a Sent Message​
Requester users cannot create work orders from a message they send in a conversation.
In a conversation, you can create a work order directly from any message you send.
To create a work order from a message:
- Web
- Mobile
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Hover over the message, and select the (create work order) icon.
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When prompted, select Create Work Order. A preview of the work order appears in the conversation.
- (Optional) Select the work order preview to open the work order and add information. For more information, see Edit a Work Order.
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Long press the message you want to create a work order from.
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Select Create Work Order. The work order appears in the conversation.
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When prompted, select Create. A link to the work order appears in the conversation.
- (Optional) Select the link to open the work order and add information. For more information, see Edit a Work Order.