Start a direct chat

Start a conversation with another user or a member of your SoftwareOne account team.

A direct chat lets you message any user in your account. You can also use it to reach a member of your SoftwareOne account team.

When sending a message, you can format it using options, such as bold, italics, and underline. You can also use styles and lists to organize your message and add links or images. Additionally, you can use rich text formatting or switch to source code (HTML editor).

Starting a chat with an account member

To start a direct chat conversation:

1. Go to the Chats page.

2. Do one of the following:

   • Select New chat, then choose Chat.

   • In the left sidebar, select, then choose Chat.

3. In the Add chat dialog, select the person you want to chat with, then select Add.

4. Type your message in the chat message field.

5. Select Send to send the message.

Starting a chat with your SoftwareOne account team

There are two main ways to start a chat with a member of your SoftwareOne account team. You can do this from the chat icon on the Home page or directly from the Account team page.

To start a chat conversation:

1. Perform one of the following steps:

   • Select the chat icon in the Account Team widget on the Home page.

   • Use the Account team page, located under Settings in the main navigation menu.

2. Type your message in the text field.

3. Select Send to send the message.