{"id":1444,"date":"2020-10-23T02:45:01","date_gmt":"2020-10-23T07:45:01","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1444"},"modified":"2020-10-26T22:01:58","modified_gmt":"2020-10-27T03:01:58","slug":"07-03","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/07-03\/","title":{"rendered":"07.03 &#8211; Approval (Discussion) &#8211; FUNCTIONS"},"content":{"rendered":"\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/help\/en-video-016.html\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" width=\"320\" height=\"119\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png\" alt=\"\" class=\"wp-image-551\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png 320w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube-300x112.png 300w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><\/a><figcaption>Check out our demo video on this topic<\/figcaption><\/figure><\/div>\n\n\n\n<p>The Discuss function allows to communicate with colleagues inside the company.<\/p>\n\n\n\n<p>The<em> Discuss <\/em>is available both in the Deal and in the Company profile. To find it open the Deal\/Company\/Contact profile, click <em>Actions<\/em> and in the drop-down menu select Discuss. You can discuss the deal, the contact and the company.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-01-discuss-button.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-01-discuss-button.png\" alt=\"\" class=\"wp-image-1445\" width=\"362\" height=\"348\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-01-discuss-button.png 483w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-01-discuss-button-300x288.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-01-discuss-button-400x384.png 400w\" sizes=\"(max-width: 362px) 100vw, 362px\" \/><\/a><figcaption>Discuss button on the Deal\/contact page.<\/figcaption><\/figure><\/div>\n\n\n\n<p>By clicking the button, the system sends information\nto the email application installed by the user by default. If the application\nis properly configured, the email form with the text having a link to the Deal\nor contact under discussion will be displayed automatically.&nbsp;<\/p>\n\n\n\n<p>Company name\/Deal and CRMID are listed as subject and\u2013 based on this\nfeature\u2013 emails are identified. This should not be deleted from the email.<\/p>\n\n\n\n<p>List of recipients is automatically shown in the address bar. Email addresses may be added or deleted manually.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-02-sending-an-email-for-discussion.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-02-sending-an-email-for-discussion-1024x427.png\" alt=\"\" class=\"wp-image-1446\" width=\"512\" height=\"214\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-02-sending-an-email-for-discussion-1024x427.png 1024w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-02-sending-an-email-for-discussion-300x125.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-02-sending-an-email-for-discussion-768x320.png 768w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-02-sending-an-email-for-discussion-400x167.png 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-02-sending-an-email-for-discussion.png 1346w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/a><figcaption>Sending an email for discussion. Gmail Interface.<\/figcaption><\/figure><\/div>\n\n\n\n<p> The list of email addresses which are automatically inserted into a letter can be changed in the section <em>Settings -&gt; General settings.<\/em><\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-03-interface-of-general-settings-page.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-03-interface-of-general-settings-page.png\" alt=\"\" class=\"wp-image-1447\" width=\"323\" height=\"326\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-03-interface-of-general-settings-page.png 646w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-03-interface-of-general-settings-page-150x150.png 150w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-03-interface-of-general-settings-page-297x300.png 297w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-03-interface-of-general-settings-page-396x400.png 396w\" sizes=\"(max-width: 323px) 100vw, 323px\" \/><\/a><figcaption>Interface of General settings page<\/figcaption><\/figure><\/div>\n\n\n\n<p>Correspondence (with identifier in the subject field) is attached to the history of Deal or company as separate emails with indication of date and time of their sending, their content, and addresses of the sender and recipient.<\/p>\n\n\n\n<p>Emails sent under <em>Discuss<\/em> are marked with a special icon.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" width=\"111\" height=\"111\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/07-03-04-discussion.png\" alt=\"\" class=\"wp-image-1448\"\/><\/figure><\/div>\n\n\n\n<p>An example of setting up Gmail for Google Chrome as the default email client is given <a href=\"https:\/\/productforums.google.com\/forum\/#!topic\/gmail\/JtWVPbUfh-o\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">here<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Discuss function allows to communicate with colleagues inside the company. The Discuss is available both in the Deal and in the Company profile. To find it open the Deal\/Company\/Contact profile, click Actions and in the drop-down menu select Discuss. You can discuss the deal, the contact and the company. By clicking the button, the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[690,958,192,401,184,168,166,963,207,716,959,43,682,260,960,173,175,327,117,962],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1444"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1444"}],"version-history":[{"count":3,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1444\/revisions"}],"predecessor-version":[{"id":1612,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1444\/revisions\/1612"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1444"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1444"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1444"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1444"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}