MAXCHAT: Messaging Module

Overview

MAXCHAT is an internal messaging module within MAXMONEY designed to facilitate real-time text communication among users within a legal entity. This functionality can be configured to operate entity-wide or be restricted to specific branch levels. Messages sent through MAXCHAT are visible to all authorized users within the configured scope, promoting efficient collaboration and communication.

For a visual representation, view the infographic

2. MAXMONEY Setup

The following configurations must be completed once-off within MAXMONEY to enable and manage MAXCHAT.

Roles

To grant users the ability to access and configure MAXCHAT, the following resources must be assigned to their respective roles:

• Navigate to: Setup > Security > Roles.

• Edit Role and ensure the following resources are enabled:

  • MaxChat Allow Chat: Permits the user to participate in and view chat messages.

  • MaxChat Setup: Grants the user access to configure MAXCHAT settings.

Setups

To enable and configure the MAXCHAT module:

• Video Tutorial: For a visual guide on setting up and using MAXCHAT, watch the video tutorial: https://www.youtube.com/watch?v=pZggtjgHiNM

• MaxChat General Setup:

  • Navigate to: Setups > MaxChat > General.

  • Action: Enable the MaxChat functionality.

3. Manage MAXCHAT in MAXMONEY

MAXCHAT allows for internal text messaging within your legal entity and can be restricted to specific branches for localized communication. It also integrates seamlessly with the Workflow: Credit Control Approval process.

Open MAXCHAT

Users wishing to utilize the MAXCHAT functionality must open it from the main menu:

• Action: Select MaxChat from the system menu.

Chat Panel Usage

Once MAXCHAT is open, the Chat Panel allows users to send and receive messages:

• Sending Messages: Type your message into the input field and press Enter.

• Visibility: All users within the configured legal entity or branch who have MAXCHAT open will be able to see the message, along with an indicator of who sent it.

Workflow Integration: Credit Control

MAXCHAT is integrated with the Credit Control Workflow to provide automatic notifications for key actions:

• Override Request Creation: When a user creates an override request in the Credit Control Workflow, a corresponding MAXCHAT message is automatically generated and sent.

• Override Request Approval/Rejection: When a user approves or rejects an override request in the Credit Control Workflow, a MAXCHAT message is automatically generated to reflect this action.