Corteza Messaging

Corteza Messaging is a modern, private, secure messaging system which integrates seamlessly with Corteza One, Corteza CRM and Corteza Low Code. It allows you to easily communicate with other tem members to get the work done!

The basic structure of the Messaging app:
  • Left sidebar showing list of available channels,

  • main middle screen for list of messages and uploaded files in the channel,

  • right sidebar for Messaging threads and channel specific actions.

Channels

Channels make your conversations structured and in one place. It is a single place where you can share messages, share resources and upload files

You can see all of your channels on the left sidebar.

There are three different channel types:
Public channels

Public channels are open and available to all members. They are listed under "Public channels" in the sidebar and are identified with a hashtag icon. You can join a public channel by clicking on the "Browse all channels" at the bottom of the channel list.

You can use the CTRL/CMD + K shortcut to search through available channels quickly.

Private channels

Private channels are limited only to the invited team members. They can be used to discuss sensitive topics that other members should not access. They are listed under "Private channels" in the sidebar and are identified with a lock icon.

Direct messages

Direct messages are a discussion between two or more people limited to only them.

Creating channels

  1. Click on the plus icon (+) next to "Public channel", "Private channel" or "Direct messages" section titles,

  2. fill in the form and optionally add members,

  3. click on the "Create" button.

Joining channels

  1. Click the "Browse all channels" or use the CTRL/CMD + K shortcut,

  2. find the channel you wish to join and click on it,

  3. if you are not already a member of the channel, press on the "Join Channel" button on the bottom of the page.

Channel options

Hover your mouse over the navigation icon in the top right corner (the three vertical dots). .You can: * See channel members, * edit the channel, * hide or show the channel, * pin or unpin the channel, * ignore or follow the channel (this disables or enables notifications), * see bookmarked and pinned messages, * leave the channel.

If you don’t see some of the channel options, you might not have permissions to access that option. Contact your system administrator.

Messages

Sending messages

  1. Enter a message into the message bar at the very bottom of the screen,

  2. Hit "Enter".

Do you want your message to span over multiple lines? Hold the shift button and press enter.

Edit messages

  1. Hover over the message and click on the plus (+) sign that appears at the end of the message.

  2. select "edit message". This method works for all your messages,

  3. alternatively, while you’re in the message bar, hit the arrow-up key and to edit your last message.

Removing messages

  1. Hover over the message and click on the plus ("+") sign that appears at the end of the message,

  2. select "delete message".

React to a message

  1. Hover over the message and click on the emoticon (smiley) icon that appears at the end of the message,

  2. click on the sign and choose from the emoticon menu presented.

Bookmarking messages

Bookmarked messages are visible only to you.

Bookmarked messages have a green vertical bar on the right of the message.

To bookmark a message, hover over the message and click on the bookmark icon.

To view your bookmarked messages in any channel, select the channel controls in the top right-hand corner (the three vertical dots) and select "Bookmarked Messages".

Pinning messages

Pinned messages are visible in the right sidebar to every member of the channel.

Pinned messages have a yellow vertical bar on the right of the message.

To pin a message, hover over the message and click on the pin icon.

To view your pinned messages in any channel, select the channel controls in the top right-hand corner (three vertical dots) and select "Pinned Messages".

Emojis!

  1. Click on the smiley face icon in the bottom right corner,

  2. use the icons at the top to browse categories, or you can search by name,

  3. click on the emoji to add it to your message.

You can use :emoji name here: to add an emoji by name; for example :smile:.

Mentioning teammates

A mentioned user receives a notification about the new message. You can use mentions to resolve urgent topics quickly.

  1. Access the available mentions by typing the @ sign,

  2. continue typing to filter through the list. You can use your arrow keys to navigate up and down the list,

  3. select a mention by either pressing enter or clicking on it.

Mentioning channels

Channel mentions allow you to reference other channels.

  1. Access the available mentions by typing the # sign,

  2. continue typing to filter through the list. You can use your arrow keys to navigate up and down the list,

  3. select a mention by either pressing enter or clicking on it.

Managing unread messages

The number of unread messages in a channel appears beside the channel name in the left sidebar.

A bubble icon instead of a number indicates you have unread messages in one of the threads inside the channel.

To mark messages as read, open the channel and click on the "Mark as read" button on the bottom right corner.

Threads

You can use threads to continue on a specific sub-topic without disrupting the rest of the conversation.

To start a thread, hover over the message and click on the speech bubble icon.

If a message already has a thread, you can click on the x replies below the message to open the thread.

Attachments

You can upload files, such as images or documents, and share them with other members of the channel. To upload the file click on the plus icon (+) in the left corner of the message input bar and select the file you wish to share.

You can simply drag and drop the file into the channel.