Tablet Connect Chat

Use Connect Chat in the native Tablet app.

Activate Connect before using chat in the tablet app. Many, but not all the features supported in the desktop interface are available in the tablet app UI. Administrators can configure Connect Chat by role.

Figure 1. Elements of the mobile UI: Connect Chat
Connect tablet UI contains a header, a conversation filter field, a list of open conversations, and a footer for the application navigator button
Table 1. Elements of the mobile UI: Connect Chat
Number UI element Description
1 Back button Returns to the previous screen.
2 Edit button Turns on conversation editing mode, in which you can delete conversations or mark them as read. Deleting a conversation only removes it from the list. Chat history is preserved and you can add the conversation back to your list using the new conversation button.
3 New conversation Opens a new conversation to which you add one or more members.
4 Filter Enables you to filter conversations by member name.
5 Conversations Lists your open conversations. You can view All your conversations or only conversations with Unread messages.
6 Application navigator button Displays the list of menus and modules.
7 Conversation name Displays the name of the conversation.
8 Conversation details Opens the conversation details page, which displays the following information.
  • Record details (record conversations only)
  • Push notification preferences
  • Conversation members

For group and record conversations, the conversation details page also provides capabilities to add or remove conversation members and to leave the conversation.

9 Avatar Displays an image or initials to represent a user. Tap an avatar to view details about the user, including email address and online presence status.
10 Attachment button Enables you to include attachments in a message, including photos and documents.
11 Message field Enables you to enter and send messages.
Note: For record conversations, all messages are sent as comments. Sending a message as a work note is not supported.