Start Chat with Contacts

Starting a chat conversation in EasyDo 365 is simple and intuitive, designed to get you communicating with colleagues instantly. Whether you need to coordinate with a team member, follow up with a client, or discuss a project, the chat interface provides immediate, real-time communication that keeps your workplace connected.

Video Tutorial

Starting a New Chat

Chat Interface Features

Message Display

Your messages: Typically appear on the right side Their messages: Appear on the left side

Message Status Indicators:

• Single checkmark: Sent
• Double checkmark: Delivered
• Blue checkmarks: Read (if enabled)
• Clock icon: Sending

Quick Actions

Message Actions (long-press on message):

• Copy text
• Forward message
• Delete message
• Reply to specific message
• Star/favorite message

Additional Features

Access via the plus icon in chat:

• Send photos/videos
• Share documents
• Delegate tasks
• Schedule meetings
• Request approvals
• And many more

See full chat features

Finding Existing Chats

Recent Chats:

• Main chat screen shows recent conversations
• Sorted by most recent activity
• Unread messages highlighted
• Quick access to active conversations

Search Chats:

• Search bar at top of chat list
• Find conversations by name
• Search message content
• Filter by date

Pinned Chats:

• Pin important conversations to top
• Long-press chat and select "Pin"
• Always accessible
• Organize by priority

Best Practices

Professional Communication

1. Clear Opening: Start with clear purpose
2. Concise Messages: Keep messages focused
3. Proper Tone: Maintain professionalism
4. Timely Responses: Reply promptly during work hours
5. Proofread: Check before sending

Effective Chatting

1. Right Medium: Use chat for quick exchanges
2. Context: Provide sufficient background
3. Availability: Set status when busy
4. Group Appropriately: Use groups for team topics
5. Follow Up: Important items need written record

Common Use Cases

Quick Coordination: "Are you available for a quick call?" Updates: "Project X is complete" Questions: "Where is the client file?" Scheduling: "Can we meet at 3 PM?" Collaboration: "Please review attached document"

Key Features

• Instant Connection: Start chatting in seconds
• Contact Integration: Access all your contacts
• Search: Find people quickly
• Real-Time: Immediate message delivery
• History: Complete conversation record
• Multimedia: Text, voice, images, documents
• Status Indicators: Know message status
• Cross-Platform: Sync across devices

Troubleshooting

Can't Find Contact

• Check spelling in search
• Verify contact is added to system
• Try searching by phone/email
• Add them as new contact if needed

Message Not Sending

• Check internet connection
• Verify recipient details
• Try resending
• Restart app if needed

Chat Not Opening

• Update app to latest version
• Clear app cache
• Check device storage
• Reinstall if necessary

Tips & Tricks

• Keyboard Shortcuts: Long-press send for options
• Voice Messages: Use when typing is inconvenient
• Search Efficiency: Use keywords for quick finding
• Archive Old Chats: Keep chat list clean
• Star Important: Mark key messages for reference
• Status Updates: Set away/busy status appropriately

Related Resources

• Chat Module Overview - Full chat features
• Create Group - Group conversations
• Create Task - Task delegation from chat
• Schedule Meeting - Meeting scheduling

Need Help?

Chat is your primary communication tool. If you need assistance:

• Basic Usage: Review this guide
• Advanced Features: See chat module overview
• Technical Issues: Contact IT support
• Best Practices: Communication training available

Start chatting and stay connected with your team using EasyDo 365's powerful, integrated chat platform!