Discussions are a way of sending messages from your Current RMS system to users, contacts, organizations, and venues you have added to People & Organizations.
Your Current RMS users will receive the message through Current, everyone else will get the discussion as email.
Any replies to discussion emails come back into Current, meaning everything stays in one place and everyone in the team is in-the-loop.
You can create discussions throughout Current RMS, including creating discussions from document layouts.
Discussions include a range of tools to help you see who’s read a message and control who receives future messages.
Customize and brand the email templates sent from Current RMS.
View discussions
Discussions in Current RMS are created regarding a record in your system, e.g. regarding an opportunity or regarding an organization. You can create discussions on:
Contact, organization, user, or venue pages
Opportunity, project, or invoice & credit pages
Product, service, vehicle, quarantine pages
Activities pages
You'll see any discussions listed on the left hand side of any of those pages:
Click into a discussion to view it.
Unread discussions
When you receive a reply to a discussion that you’re a participant of, you’ll receive an email and you’ll see this in the “Unread discussions” tile on the dashboard.
Next steps
For security reasons, it is not possible to add participants to a discussion whilst you’re in a trial account. Once you move into a paid subscription, you will have full access to this functionality.