CustomBooks™ Messaging and Conversations

CustomBooks™ Messaging and Conversations

Messaging and Conversations (Collaboration System)


Messaging and Conversations allow users to communicate with other users in CustomBooks™ through chat message and video conference calls. Video calls have been enhanced and are available if a microphone and a webcam connected. Screen sharing is also available during a call and also support emoticons with chat messages.
  1. Message other users in the company
  2. Enhanced Video Conference Calls
  3. Screen sharing
  4. Receive message notifications when the application is closed





How to enable Messaging and Conversations


To enable Messaging and Conversations, navigate to the Admin Panel, select Beta Preview, and then enable Messaging and Conversations. Once activated, the Conversations tab will appear.



    • Related Articles

    • CustomBooks™ Help and Support

      Help and Support When you encounter issues, have questions, or need assistance, reaching out to CustomBooks™ customer support is essential. Whether you’re dealing with a technical issue, seeking clarification, or simply want to optimize your ...
    • Logging in and out of CustomBooks™

      Logging in and out of CustomBooks™ is a straightforward process designed to keep your data secure while providing easy access to your account. Logging in to CustomBooks™ There are two methods of logging in. Method 1: Standard Login involves entering ...
    • Overview - Welcome to CustomBooks™

      Customizable accounting software for growing your business. Overview CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and ...
    • The CustomBooks™ Portal

      Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...
    • Money Movement in CustomBooks™️

      Service Receive Payments (Cash Receipts) Make Payments (Bill Payments, Payments) Cost Website Setup Paypal X X Paypal tx fees only www.paypal.com Quick Menu → Settings → Beta Preview ACH X .80%, capped at $5 www.stripe.com Quick Menu → Settings → ...