The CRM → Berichten (CRM → Messages) page works as an inbox. On the left are folders, in the middle the conversations and on the right the message you click. This way you keep track of the messages of all your projects as in an email program. How to start and answer a conversation is explained in Messages per project.
Tiles and tabs
At the top are four tiles: Ongelezen berichten (Unread messages), Actie vereist (Action required: your open actions), Projectberichten (Project messages) and Interne berichten (Internal messages, only visible to the team). Below them you choose a tab:
- Postvak IN (Inbox): all messages.
- Verzonden (Sent): conversations you started yourself.
- Gearchiveerd (Archived): conversations that have been resolved or withdrawn.
Folders and filters
In the Mappen (Folders) column you find Postvak IN (Inbox), Actie vereist (Action required), Met ster (Starred), Projecten (Projects), Intern (Internal) and Archief (Archive). Under Projecten each project with messages is listed, with the number of unread conversations after it. Click a project to see only the messages of that project.
Below that you filter by project, sender and type. Filters wissen (Clear filters) resets everything.
Reading and replying
Click a conversation to read it on the right, with attachments and replies. Opening it marks the conversation as read. Next to Reageren (Reply) there is Allen beantwoorden (Reply all). Both open the same reply, because a reply always goes to everyone involved in the project.
Giving a star
Click the star in the first column, or next to Sluiten (Close) in the reading pane, to mark a conversation. The star is personal: your colleagues do not see it. All marked conversations are in the Met ster (Starred) folder. Click again to remove the star.
Forwarding to another project
- Choose Doorsturen (Forward) in the conversation menu or in the reading pane.
- Under Naar project (To project) choose the project the message should go to.
- Optionally write a Toelichting (Note). It appears above the forwarded message.
- Click Doorsturen (Forward).
The message becomes a new conversation in the other project, with "Fwd:" before the subject and the original as a quote. Attachments are not included; their names are in the text. You can only forward to a project in which you may start a conversation yourself, so a contractor cannot forward. The inbox, the star and forwarding also work in the app.