Rocket Matter Knowledge Base CommunicatorHow to reference a client while I’m chatting.

How to reference a client while I’m chatting.

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 matter.

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

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