Module guide
Collaboration
Use team messaging for discussions, meetings for live collaboration, and Mail for individually configured IMAP accounts. An ERP link is an entry point; service sign-in and mailbox authentication may still be required.
How this module fits your work
Use team messaging for discussions, meetings for live collaboration, and Mail for individually configured IMAP accounts. An ERP link is an entry point; service sign-in and mailbox authentication may still be required.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Quick Links
- MailService view · Quick Links
- MeetingsService view · Quick Links
- Team MessagingService view · Quick Links
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.