At Teamsoft, we are SAP Business One experts with lots of tips & tricks up our sleeves and we are sharing them with you to make your life easier.
How to Send Messages & Document Links to other Users in SAP Business One using Live Collaboration
Enabling the Live Collaboration messaging system in SAP Business One will allow users to chat to each other and send links to documents.
Click on the Live Collaboration icon in the toolbar to open the chat feature:
Then to begin a conversation, find who you want to chat with in the User List screen:
You can send normal messages, or ‘Share Data’ to send document links to the other user:
Or you can also click on ‘Send to Conversation’ when a document window is open:
An incoming chat message is indicated by a flashing message icon in the Live Collaboration users list:
When you open the chat, you can also open the document that the other user sent to you:
Prerequisites – To use the Live Collaboration feature:
- Be sure to install Job Service during your organisation’s upgrade to Patch Level 06.
- Navigate to Administration > System Initialisation > General Settings, click on the Services tab and Enable Live Collaboration:
Do you have a question about using SAP Business One? Our team of experts have an in-depth knowledge and can offer practical advice on all aspects of the system. Contact them today with your query: