Introduction to Discuss

The Discuss Module

Discuss is Quickenerp's built-in communication tool. It integrates messaging, email, notifications, and live chat into one interface. Unlike external tools (Slack, Teams), Discuss is deeply integrated with all business records – every message, note, and email is automatically linked to the relevant customer, order, project, or invoice.

Key Features

• Direct Messages – One-to-one chat with any colleague.
• Channels – Group conversations organised by topic, project, or department.
• Record Chatter – Contextual messaging on every business record (order, invoice, contact).
• Live Chat – Real-time chat with website visitors, routed to operators.
• Email Integration – Send and receive emails without leaving Quickenerp. Email threads are stored in the chatter.
• Notifications – @mentions, assignment alerts, and activity reminders.
• Mobile Apps – iOS and Android apps for on-the-go messaging and notifications.

Accessing Discuss

Click the Discuss app from the app switcher (☰). The interface is divided into three panels:

• Left Panel – Conversations list: Direct Messages, Channels, and the Live Chat inbox. Unread conversations have a bold name with a badge count.
• Center Panel – The selected conversation's message history. Newest messages at the bottom.
• Right Panel – Channel/chat details: members, pinned messages, attachments, and settings.

Discuss vs Email

Note: You can send emails directly from the chatter on any record – that email IS recorded in Discuss, keeping the history together.