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Your new conversations will appear along the bottom of your VIA screen. To enlarge the conversation click on the blue box with the conversation name that you want to view. To minimize a conversation, press the - button on the right side of conversation and it will hide the conversation down to the bottom of the screen.
Finding you Conversations
Once you start a conversation it will display at the bottom of the screen. These mini cards for the conversation will stay in this part of the screen while you are in the board. Board and card conversations will both appear here. If you card has any new activity on it the mini conversation will appear with a red exclamation mark. For example, in the screen shot below there are three conversations and one (ETA) has a new message in it
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Each conversation at the bottom of the screen also has an X beside it. The conversation will stay at the bottom and minimized until you press the X and close the conversation. You can always find them again by clicking on the sidebar and selecting the conversation icon. Within this menu there is a menu item called my conversations where all your conversations are stored. If you have closed a conversation but there is a notification on it the conversation will show the exclamation mark. For example, the Carrier Selection conversation has an update that has been made to it by someone else in the conversation
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The my conversation section of the slideout menu will allow you to search the conversations in your list to find them easier.
Creating and Using Macros
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It is possible to insert data fields into your macros assuming you know the field name you want to add. These fields will only be visible on the mobile device. So, if you wanted to send a driver a macro that showed the order number for example you might want to write your macro as follows:
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Editing Macros
If you have an existing macro that you want to update you can do that in the macro screen. When you have a conversation open click on the macro button (top right side of the screen) and when the macro screen comes up select your group and macro from the list. When you have selected your macro from the list on the left side of the screen press the edit button that appears above your macro details:
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Make any changes you want to the name, category or macro body and press the save button when you are done.
Deleting Macros
If you have a macro that you no longer us you can delete it from your macro list. To delete a macro open the macro screen by clicking on the </> button on the top right side of one of your conversations. Select the group/category and then scroll down to your macro. Highlight the macro that you want to delete and press the delete button at the top of the screen