Left Navigation Panel

Messages

OVERVIEW

Designers / Users can Message various Team Members, all within SpecsWeb.
Designers / Users can create two types of Messages - Internal or External

Internal Messages
These are messages that can only be viewed within your design firm.

External Messages
Client Messages - Messages between Designers / Users and the Clients that were assigned in Client Approvals.

NOTE: This tab may not be there if an Admin has turned off the Client Approvals Tab in Project Config.

Bidder Messages - Messages between Desginers / Users and the Bidders that were assigned in Vendor Bids.

NOTE: This tab may not be there if an Admin has turned off the Bids Tab in Project Config.

SpecStore Messages - Messages between Designers / Users and Manufacturers in the SpecStore. These can only be initiated from within the SpecStore.

QUICK TUTORIAL

Messages

Internal Messages - Create a Message

  • Step 1: Click on 'Messages'.
  • Step 2: Click 'New Message'
  • Step 3: Select a Project from the Dropdown, select an Item from the Dropdown, enter the message in the textbox, and click on 'Send'.
  • Step 4: Click 'Add Participants'. Check the box next to the participants to add and click the '+'.

When participant is added to a conversation, a red dot will appear in 3 places.

1. Next to the Message icon on the Messages section in the black main left nav section.
2. Next to the Message icon on the Spec Schedule.
3. Next to the Message icon on the Spec Sheet.

NOTE: If no participants are selected, messages will be for just you.

IMPORTANT FACT: If a Message is created from the Spec, the Filter section on the left will automatically filter ONLY Messages for that Project and Spec. To see Messages from another Project or Spec, change the dropdowns in the Filter.

External Messages - Client Messages - Create a Message

NOTE: Client Messages should be initiated from the Client Approval section by creating a Client Approval Group.

  • Step 1: Click 'New Message'.
  • Step 2: The Project dropdown will default to the current Project, but can be changed.
  • Step 3: Select a Client Approval Group. These were created in the Client Approvals section.
  • Step 4: Add a Message.
  • Step 5: Click Send.

When there are Message responses from the Bidder, Message icons with red dots, indicating a response will appear in various places, including the Schedule, Client Approvals section and in Messages in the left black nav.

External Messages - Bidder Messages - Create a Message

NOTE: Client Messages should be initiated from the Client Approval section by creating a Client Approval Group.

  • Step 1: Click 'New Message'.
  • Step 2: The Project dropdown will default to the current Project, but can be changed.
  • Step 3: Select a Bid Group. These were created in the Bids section.
  • Step 4: Select a Bidder. These were added in Bids section.
  • Step 5: Add a Message.
  • Step 6: Click Send.

When there are Message responses from the Bidder, Message icons with red dots, indicating a response will appear in various places, including the Schedule, Bids section and in Messages in the left black nav.

External Messages - SpecStore Messages - Create a Message

  • Step 1: Open the Specsources' SpecStore.
  • Step 2: Select a Category.
  • Step3: Select a product.
  • Step 4: Click the Message icon to initiate a Message.

NOTE: Once a Message thread has started, it can be accessed through the SpecWeb Messages section.