PrivateIM

The Private IM is used to communicate with individual team members privately or to post on an activity that the user is part of. It allows the user to also add files to the communication.

 

All the activities in the user's SmartZone will be listed in the left side panel in Instant Messaging

To start communicating on an activity, select the activity from the left side panel. Type in the message in the text field and click button.

 

 

New Private chat

To start a new private chat, click the button. A drop-down will be displayed. Select new private chat.

 

A pop-up is displayed as shown below.

Enter the name of the contact in and click  button as shown below.

Select the contact and click the button as shown below.

The online or offline status of the individual is displayed on the individual name with a green or red dot.

 

indicates that the individual is offline

 

indicates that the individual is online

 

Add participants to the chat

To add participants to the chat, click the button. A drop-down menu is displayed as shown below. Select Add participants from the drop-down.

A pop-up is displayed as shown below. Enter the name of the contact in and click  button.

Select the contact and click button.

New Group Chat

 

To start a new group chat click the button. A drop-down will be displayed. Select new group chat.

 

A pop-up is displayed as shown below.

Enter the name of the contact in and click  button as shown below.

Enter the name of the group chat in the Group name field. Click the button. A new group chat is created.

 

 

Add files to a chat

 

To add files, click the button. A drop-down menu is displayed .

 

Choose Select existing file to select from a list of existing files. A popup window is displayed which lists the existing activity files as shown below. Select the file and it will be added to the chat.

Choose Upload new file to upload a new file to the chat. A File Upload dialog box will open as shown below

Click the button to choose the file to upload or you can drag drop the file.

Once the file is added, an button will be displayed in the dialog box.

Click the button to upload the file.

At this point you can choose to either remove the added file using the button, or click the button to finish uploading successfully.

 

The uploaded file will be added to the communication activity with the name of the user as shown below.

A time stamp of the message is also displayed.

This posted message will be visible to all the contacts who are on the activity.

 

If there is a new message, you will see a badge with the count of the new messages as shown below

To search for an activity or a contact, type in the text field and press the Enter key on the keyboard. The results that match the search criteria will be displayed

Click the button to clear the search result.

- this button will clear the text  

- this button will send the message to the recipient

 

Badges

 

Different badges are present for various activities as shown below.

Note:

To go to next line, click on Shift+Enter

To mark a message important type !!!

Add 3 grave accents in the beginning and end of the line to send a code /large documentation

To add a line enter 3 hyphens

To add a title use the # symbol and enter text in the next line

Click the 3 dots on the message as shown below to open a menu

Quote- use this option to quote a previous message

Edit- use this option to edit a message

Delete- use this option to delete a message

 

 

Click on the icon to display a list of options as shown below

Refresh- will refresh the gadget

Minimize- will minimize the gadget