Q3 Chat: Key Features and Functions

See frequently asked questions (FAQ) regarding Q3 Chat here.

How to Write Messages in Quick3 Chat

The Q3 Chat serves as a centralized messaging system for communication among users across the entire Quick3 platform.

Starting a Chat in Quick3 

In Quick3, messages are organized by context (like Order, Task, or Invoice), making it easy to send messages directly related to specific Tasks, Orders, Offers, Invoices, etc. Instead of explaining details like the Order No. or Task No. as you would in a regular chat, you can simply write a message in the Q3 Chat within the context of the specific Order or Task you need to discuss with another person. This way, the recipient can see your message and immediately access the relevant Order or Task directly from the chat by clicking on the Chat subject (which is also a link to this page in Quick3). 

Note! To start a new chat, you need to send a message from within the context (e.g., the Order page). Only then will you be able to see the newly created chat in the Q3 Chat (global view).

To send a message from a specific context, for example, Task or Order:

1. Open the "Chat" icon in the toolbar (located at the top-right of any page, e.g., Task, Order, Invoice, etc.).
2. Tag a person by typing "@" followed by their name (e.g., @Anne). As you type, a dropdown list will appear with suggestions. Simply select the name from the list. 
3. Write your message.
4. Press the send button (or Ctrl + Enter).

You will receive a notification in the Quick3 Notifications once you get a response.

Responding from Q3 Chat: A Comprehensive Global View 

1. Open Q3 Chat (global view): Click on the "Chat" icon in the Quick3 header.
2. Find the Chat Thread: Look for the relevant chat, such as “Order 568493 - BMW”.
3. Tag a Person: Type "@" followed by the person’s name (e.g., @Anne). Select the person from the dropdown list. 
4. Send Your Message: Write your message and press the send button (or hit Ctrl + Enter).
5. Notifications: When you receive a new message, a notification will appear in your Quick3 Notifications (the bell icon in the Quick3 header).

Note! Currently, notifications for new messages will only show in the Quick3 Notifications, so keep an eye on the bell icon for updates.

Managing Your Q3 Chat  

You will only see chat threads in Q3 Chat (global view) that you have participated in. If you read a message without responding, that chat won’t appear in your Q3 Chat (global view). This helps keep your Q3 Chat organized and free from inactive threads. You can still find messages you didn’t respond to in the Context Chats, under specific contexts like Tasks, Orders, Offers, etc. Context Chats contain the entire message history for that specific context, regardless of your participation. Meanwhile, Q3 Chat (global view) consolidates all active chats across Quick3 from various contexts.

Exploring Q3 Chat: Features and Interactions

Below, you'll find videos and detailed information about Q3 Chat features and how to interact with them.

See all your chats in the Q3 Chat (global view)

Chat threads from contexts across the entire Quick3 are aggregated in one place. You can access it by clicking the chat button located in the top right corner of the Quick3 header toolbar (see the video below):

Q3 Chat view shows all your chats in which you have participated. Notifications for mentions in chats continue to show under the notification alert icon. Q3 Chat opens in a side sheet, allowing you to stay within your current working tab in Quick3 while supporting your communication anytime.

Start chats from a context tab

The Q3 Chat is accessible in the following contexts within Quick3:

• Tasks 
• Orders 
• Offers 
• Items
• Picklists 
• Invoices  
• Invoice Controls 
• Purchase Orders 
• Voucher Management Documents 

You can easily start communicating with your colleagues directly from the relevant context by simply clicking the chat button in the quick action menu (at the top right of the tab). The video below demonstrates where to find the Chat across different contexts, such as accessing it from the Task context tab:

Navigate to a context's detail tab

A chat's related context is accessible from the Q3 Chat view. You can easily go directly to the Task, Order, Invoice, etc. from the Chat by clicking on the context title name to navigate to the tab. The Chat header includes essential details (such as name, customer, order number, etc.), enabling understanding of whether this Chat pertains to Order, Offer, Task, etc. Additionally, the Chat can be easily recognized by the icon in the header, which corresponds to the context of the Chat within Quick3 (see the video below):

Open and share context links

The context tab header link can be copied/opened in a new tab or shared (see the video below):

Open the chat from a toast notification

You can open a chat from a newly received message notification by clicking on the toast notification (see the video below):

Messages will be marked as "read" when viewing the thread

Once you open any Chat thread, it will be marked as read, making it easy to distinguish unread (new) messages from those that have been read (see the video below):

Keyboard accessibility

Actions in the messenger can be performed from the keyboard via keyboard shortcuts or button interaction. For buttons, use tabbing (Tab key) to move focus to the button and press Enter to use the button.

• Go back: back arrow button (← ) Focus + Enter
• Exit: Esc / exit button Focus + Enter
• Navigate chats: Focus chat thread list + Up ⇧ / Down ⇩
• Open tab: Focus chat header title + Enter 
• Scroll messages: Focus chat messages container + Up ⇧ / Down ⇩  
• Send messages: Ctrl + Enter after typing a message /  Focus send button + Enter

View the video below demonstrating keyboard-only navigation:

Responsive layout

The messenger layout works well on large and small screens:

The messenger layout fits well with different-sized fonts or zoom levels:

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FAQ:

◾How do I send a message to another user?

In Q3 Chat you write a message on the context. But you can mention other users in the Context Chat and they will receive your message. 

To send a message on the context, follow these steps: 

1. Open the Q3 Chat in the relevant context tab: Task, Order, Offer, Item, Picklist, Invoice, Invoice Control, Purchase Order, or Voucher Management Documents. You can find the chat button in the quick action menu (at the top right of the tab).
2. To start a chat, type @name and choose a person from the list, then enter the text of your message. 
3. Press the send buttonor Ctrl + Enter.   
4. By sending a new message in this context tab, you created a new chat thread that you can see in the Q3 Chat (global view).  

◾Can I send a message from the Customer or Supplier tab? 

Currently, Q3 Chat is available in the following contexts: Task, Order, Offer, Item, Picklist, Invoice, Invoice Control, Purchase Order, or Voucher Management Documents.