Propertyware Knowledge Base

Conversations is a simple way to send and record messages to your Management Team, Tenants, Owners and Vendors. You can start a Conversation with an individual or select group, or post a message for all to see – it's entirely up to you.

Conversations is at its largest and most visible on the Desktop Home page. However, it is also available on the Prospects, Lease, Contacts, Portfolio, Building/Unit, Vendor, Management and Work Order screens, for quick and easy access to each specific type of contact and their records.
 

Profile Pictures in Conversations

Not only does the Conversation Stream look and feel similar to Facebook, it actually allows users to pull their profile picture from Facebook via a Set My Photo button. Please note that this button will only pull the user’s profile picture from Facebook; no other data transfer to or from Facebook will occur.

Profile pictures can also be set and deleted by going to Setup > Personal Setup > My Account, and can be Reset either via the same Setup path or directly from the Conversations tab on the Desktop.

Permissions and Conversation Visibility

Any user can create a Conversation, whether they are an Administrator or not. However, User Profile permissions are required to delete Conversations or Comments (which are the subsequent notes added to Conversations), whether they are one’s own posts or those of others.

Visibility of Conversations to your management team will depend on where the Conversation is started. For example, Conversations started at the Building/Unit level are visible according to Building restrictions, which means that anyone with access to view the Building in question will be able to see all Conversations that pertain to that Building, regardless of who created the Conversation or what that team member’s assignments may be. Similarly, Conversations started at the Portfolio level will be visible to anyone with access to that Portfolio, Conversations started from a Vendor record will be visible to any staff with access to that Vendor, and Conversations started from a Work Order will be visible to any staff with access to that Work Order.

Owners and Tenants, on the other hand, access their Conversations through Owner and Tenant Portals, so they will only be able to see Conversations you specifically send to them.

Conversations Use and Application

When creating new Conversations, you can decide who will be able to see the Conversation by selecting from the Start a Conversation with: drop-down menu. Messages can be sent to the Management Team, Tenant(s) or Owner(s). A comment to the right of the field explains the option you have selected. 

Once you’ve selected who you'd like to start a Conversation with, simply type what you’d like to say in the Write a comment… field and click Share.

Conversations with Tenants or Owners can be started from the Contact Record, Lease, or Management screen, will be published to the appropriate Portal, and will send an Alert to the person you are contacting. 

Conversations that are published to a Portal are identified by an icon, as shown below.

Linking Related Items to Conversations from the Desktop

While all Conversations started on the Desktop will display there, these Conversations can also be linked to related items for one-step entry to entity records and portals. To do this, click on Link a Related Item, select the type of entity you want to link the Conversation to, enter your data in the field provided, and click Search.  Once the results are displayed, click the Name to complete the link.