Rocket Matter Knowledge Base CommunicatorHow to reference a client while chatting in Communicator.

How to reference a client while chatting in Communicator.

1. While in chat conversation, type 'c:' and begin typing the client name.

2. A list of clients will appear in a drop down list, select the correct client.

3. Once you've finished typing, click enter.

4. View chat conversation with the client referenced. Click on the blue text to view the client's contact record.