Chat

TrakIT Chat lets you send short messages to other TrakIT users, in real time. It also holds the notifications that TrakIT sends you by chat.

You use it from the chat bar at the bottom left of every TrakIT page on a computer. You see the chat bar if your role has Internal Chat: see Who can use chat.

The chat bar

The chat bar shows No New Messages, or the number of messages you have not read yet, and flashes while you have unread messages. On a narrow window it shows only a chat icon.

When a message arrives, a New Messages notice also appears in the TrakIT window you are using. Select TrakIT Chat in the notice, or the chat bar, to open the chat.

Open the chat

Select the chat bar. TrakIT Chat opens in a window of its own: the list of users on the left, and the conversation with the selected user on the right.

There is one chat window per browser. Selecting the chat bar again, from any TrakIT tab, brings the open chat window to the front. When you sign out, TrakIT closes the chat window.

The list of users

Users lists the TrakIT users you can chat with: every internal user who is not locked. The people you have chatted with most recently come first, with how long ago you last exchanged messages; the others follow in alphabetical order.

• To find someone, type part of their name in Find User.

• A number next to a user, on a yellow background, is how many of their messages you have not read.

• The light next to each user shows whether they are online. Point to it to see what it means:

  Light	Meaning
  Green	Online on Chat: they have TrakIT Chat open.
  Yellow	Online on TrakIT: they have another TrakIT page open.
  Grey	Offline.

• At the top right of the list, TrakIT shows how many users have TrakIT Chat open.

Send a message

1. Select the user in the list. The page shows Conversation with and their name, with your latest messages to each other.
2. Type your message in the box at the bottom, up to 500 characters.
3. Press Enter, or select Send.

• To start a new line in a message, press Shift+Enter. To make Enter start a new line instead of sending, clear Enter Key to Send. TrakIT remembers this choice in your browser.
• To add an emoji, select the smiley face (Insert emoji) and choose one.
• Messages are plain text: TrakIT removes any HTML tags.

Your messages are on the right and the other person’s on the left, each with how long ago it was sent. Point to the time to see the date and time. The conversation shows the latest 20 messages: select Load Earlier Messages at the top to see older ones. TrakIT plays a sound when a message arrives, unless it is in the conversation you have open and the chat window is in front.

Opening a conversation marks its messages as read.

Link a message to a work order

To link a message to a work order, type WO followed by the work order number, for example WO 123456, or a container number. TrakIT adds a link under the message, for example WO 123456, that opens the work order in a new window.

• For a container number, TrakIT links the message to a work order of that container that you can see.
• The person who opens the link must have access to the work order to see it.

System notifications

TrakIT can send you notifications by chat. They appear under [System] in the list of users: select it to see them under System Notifications. You can’t reply to them.

TrakIT deletes old chat messages automatically, after the period set in your installation’s data retention policy. Only TrakIT Support can change it.

Chat with TrakIT Support

If your installation has the support chat turned on, users whose role has Chat with Support also get a live chat widget on the page, to contact TrakIT Support directly. It is separate from TrakIT Chat.

Who can use chat

These permissions are in the Chat section of your role:

Permission	Allows you to
Internal Chat	See the chat bar and use TrakIT Chat.
Chat with Support	Chat with TrakIT Support, if the support chat is turned on for your installation.

The chat bar is on the TrakIT pages for computers, not in the mobile app.