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Messages

Menu: General › Messages

Messages is in-system messaging between KıbrısERP users: one-to-one chat, multi-person groups, file attachments, @-mentions, “typing…” and an online indicator. It has two extra features: getting an AI summary of a conversation, and turning a message with one click into a service work order, a CRM activity, a purchase request or a production work order. A link to the record created appears under the converted message.

Messages

Every signed-in user sees their own conversations; no page permission is needed and you can reach only the conversations you are a member of. The Convert to action option appears if you have Add permission on at least one of these modules: Service, CRM, Purchasing, Production; the target list contains only the modules you have permission for. Group management (adding or removing members, making an admin, renaming) is open only to the group’s Admins.

  • New chat: pick a person by name or e-mail and Start; an existing chat with that person opens instead.
  • New group: group name and members; whoever creates it becomes admin.
  • Conversations list: name, last message preview, time and unread count of each chat.
  • Message box: Enter or Send; type @ to mention a member; the attachment icon adds a file (images show as thumbnails).
  • Search in conversation: the magnifier in the header.
  • Edit a message: from the menu on your own message; the original is not deleted and an edited marker shows.
  • Convert to action: from the message menu choose a target (Service Work Order, CRM Task / Activity, Purchase Request, Production Work Order).
  • AI summary (star icon): summarizes the channel’s latest messages for you only; it is not written into the chat.
  • Group settings: see members; admins can rename, add members, make or remove admin, and remove members.

Step-by-step screen guides are currently available in Turkish; the links above open them.