Discussions in OnRent Events are created regarding a record in your system, e.g., regarding an opportunity or an organisation. You can create discussions on:

You can also create a discussion directly from a document layout.

To create a new discussion, head to one of the pages mentioned above and click Add a new discussion at the bottom-right.

Creating a discussion is similar to composing an email. First, enter a subject and then enter some text as a comment.

Depending on how your system is set up, you might already have some text in the comment box. Choose a discussion template by clicking the Template button. 

Use the toolbar at the top to format your text. 

A participant is somebody involved in a discussion, i.e. somebody who will get a discussion message. You’re automatically added as a participant; add other people using the green add a new participant button.

Choose the type of participant you wish to add on the right and start typing. OnRent Events will auto-suggest from your People & Organisations as you type. You can also add participants specifically when creating a quote by navigating to the discussion section during quote setup. Simply add the participant's email address to include them in the communication.

Each contact in OnRent Events is limited to one email address that can be added as a discussion participant. For discussions, the system automatically uses the first work email address associated with the contact, organisation, venue, or user.

You don’t need to add other participants to a discussion. Discussions with just one participant are great for internal notes.

In OnRent Events, to include multiple email addresses associated with the same organisation, create separate contact entries for each email address. Then, add these contacts individually as participants in the discussion. This workflow ensures all relevant stakeholders are included while adhering to the system's configuration.

To add attachments, hit the green add attachment button and browse for a file on your computer or device.

When you’re done, hit the blue Create discussion button. 

When previewing a document such as a quotation or invoice, just click the blue Create a discussion button.

To add to an existing discussion, click the blue arrow to the right and choose an existing opportunity discussion from the list.

A PDF copy of the document layout is automatically attached.

If your document is set up for approval, be sure to select a template that has the document approval link included.

For security reasons, it is not possible to add participants to a discussion while you’re in a trial account. Once you move into a paid subscription, you will have full access to this functionality.