Adding and Removing Individuals in Team Chat from the Route Sheet

Service > Advisor > Route Sheet

Adding Specific Individuals to the Message

Inside the Route Sheet screen:

1. Filter/Sort the grid search to locate the Repair Order.

2. Click the Team Chat icon on the result line of the Route Sheet.

3. Click the Pencil icon to open the Edit Team Chat Members window.

4. Click the [Add Members] button.

5. Mark the checkbox next to the individuals being added.

6. Click the [Select] button.

7. Click the [Save] button in the Edit Team Chat Members window.

8. Click the message section and input the message to be sent.

9. Click the Send icon to send the message.

10. Click the [Cancel] button to close Team Chat.

Removing Specific Individuals from the Message

Inside the Route Sheet screen:

1. Filter/Sort the grid search to locate the Repair Order.

2. Click the Team Chat icon on the result line of the Route Sheet.

3. Click the Pencil icon to open the Edit Team Chat Members window.

4. Mark the checkbox in the Remove field on the corresponding line of the individual that is being removed.

5. Click the [Save] button in the Edit Team Chat Members window.

6. Click the message section and input the message to be sent.

7. Click the Send icon to send the message.

8. Click the [Cancel] button to close Team Chat.

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