Where to find it
Look for the «Conversación» (Conversation) button in the details of:
- an order, in Activity;
- an invoice, in Cobranza › Facturas (Collections › Invoices);
- a collection request, in Cobranza › Pagos (Collections › Payments);
- a customer, on their customer page.
At the top of the conversation there’s always the document number, so you know what you’re talking about.
An order or a collection that’s still on your phone has no conversation: it doesn’t exist at the office yet. The button tells you so instead of opening an empty screen. Get online and it goes out by itself.
Message or internal note
At the bottom, to the left of the text field, there’s a switch. These are two different things:
| What it is | Who sees it |
|---|---|
| Message | Everyone following the document at the office. |
| Internal note | Only you and anyone you mention. It shows in amber with a padlock. |
The amber notes nobody wrote — «Orden de venta creado» (Sales order created) — are added by the system on its own, to keep the document’s history.
Mentioning someone
The @ button opens the list of people you can mention. The person you mention gets an alert, even if it’s an internal note.
That’s what you use when you need someone in particular: don’t just write it and hope whoever passes by reads it.
Sending a photo or a PDF
The paper clip attaches files. You can send a photo taken on the spot or build a PDF by photographing pages.
A message’s text is saved and goes out by itself when you get a signal. An attachment isn’t. To send a photo or a PDF you need internet at that moment: if there isn’t any, the app tells you and nothing is queued.
If you’re without signal and the attachment matters, send the text now and the photo when you have data.
When someone writes to you
It arrives as an alert on the bell and as a phone notification. Tapping it opens that document’s conversation, not a generic inbox.
And if you already have it open, the new message appears by itself: no need to leave and come back. The screen doesn’t jump while you’re scrolling up to read.
Without signal
The conversation is saved on the phone and you can read it again without internet, stamped with when it was saved. If it was never downloaded, the app tells you — an empty conversation would read as “nobody wrote to you,” and that would be a lie.
What you write without signal stays «Por enviar» (To send) and goes out by itself. Two messages are two messages: resending them doesn’t duplicate them.