Send Links in Chat
- Print
Send Links in Chat
- Print
Article summary
Did you find this summary helpful?
Thank you for your feedback
Within the Steelhead Chat feature, you may send links to other Users within your company to reference any entity, such as Sales Orders, Work Orders, Quotes, Inventory, Part Numbers, etc.
- From your Chat home screen, click into a Channel or Direct Message.
2. Users can reference pages (entities) within Steelhead by sending clickable links.
3. Within the page of that entity (i.e. Sales Order, Work Order, Quote, Customer, Part Number, Invoice, etc.), you can see whether the entity has been mentioned in chat.
4. Clicking on that Chat Mentions will display a list of all chats that mention that specific entity. Clicking on one will bring you to the chat where it is mentioned.
5. To create a link to reference in chat, first navigate to the page you'd like to share.
6. For example if you want to reference something in your Inventory, click on Inventory.
7. The pages you click into within Steelhead will be tracked as backlinks in your chat screen.
8. Click back into the chat.
9. Choose a Message or Channel.
10. The most recent pages you visited will appear at the top along the right side. Clicking on a backlink will add text into the chat message that will become a clickable link once you hit Send.
11. Clicking the link will bring you to that Steelhead page.
Click here to watch a full video walkthrough.
Was this article helpful?