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

How to reference a Client while chatting in Communicator.

1. When chatting in the Communicator, 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, press 'Enter' on your keyboard.

4. The Client referenced will appear in your chat conversation. Select the Client's name to view their contact record.