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      Chat Overview
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        Chat Overview

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          Article summary

          Using the Chat feature, you can send real-time messages between Steelhead Users within your company. Save time on the floor by communicating with the front office through Steelhead messaging.

          Important:

          Chat is for communicating with others within your company. If you have questions or comments for Steelhead personnel, use one of the options in the Customer Success Portal on your Home Page to contact us, or simply call (906)256-3259

          1. From any page in Steelhead, click the Chat Hub in the lower right corner. Click the bar at the top of a Channel to minimize it again.

          2. Select a Channel to open it beside the Chat Hub. You can open as many Channels as you can fit across your screen.

          3. Click Pin This Channel to give that Channel priority.

          4. As you click through different pages within Steelhead, your Chat tabs will stay constant.

          5. Click this icon to open the main Chat page.

          1. From your main Chat page, you can create Channels or Direct Messages.

          1. You can also send links to reference any entity within Steelhead, for example Sales Orders, Work Orders, Invoices, Quotes, Part Numbers, Inventory, etc. Backlinks appear on the right side of that chat screen.

          8. Within each Chat, you can see all members included in that Chat.

          9. Members of "Support" Channel:

          10. Use the icons in the Message Bar to edit text with Bold, Italic or Strikethrough, send Links, Mention coworkers, and send Emojis.

          Extra Chat Info:
          • All page Channels have a link to their corresponding page
          • Click the page Channel title to navigate to the corresponding page
          • Page Channel page links are on the main Chat page
          • When a user is mentioned in a page Channel, the Channel is automatically pinned under ‘Pinned Channels’ for that user
          • A user may see their opened page Channel in the ‘Other Channels’ list when on the main Chat page
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