How do I add/remove trade partners from a comments conversation?

How do I add/remove trade partners from a comments conversation?

Amber Harlow

Add Trades to a Conversation Thread

To add a trade partner to a to-do, warranty, or selection item conversation, click the "View/add comments" link (for schedule items, click the "Comments" link).

In the Trade Partners column, select a trade partner from the drop down list. Use the check box if you would like to share all previous comments with the partner.

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You can add additional trade partners to the conversation as needed. All partners added to a comment conversation will have access to the same information.

To remove a trade partner from a conversation, click the "X" icon next to their name.

 

Tag Trades to a Specific Comment

Use @mentions to tag a trade or trades to specific comments.  In this method, the trade partner will only receive the comments they're specifically tagged in.

In the comment text box, simply type @ and select the corresponding trade(s) from the drop down box.

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