overview of darwin.Cloud’s chat and notes features for enhanced team communication, improved collaboration, and streamlined coordination.
key takeaways
- darwin.Cloud now offers live messaging (chat) and extensive note-taking capabilities
- chat allows text messaging with anyone who has a mobile number in darwin.Cloud, saving conversations within the system
- notes provide organized, limitless note-taking on transactions, vouchers, and bank deposits
- both features are available on property, people, and accounting screens, with security settings to control access
topics
chat functionality
- enables text messaging from darwin to any mobile number in the system
- messages are saved within darwin for audit purposes
- two modes: “chat about” (linked to records) and “just chat” (general conversations)
- accessible from property, people, and accounting screens via chat bubble icon
- universal chat screen shows all conversations with links to records
notes feature
- allows unlimited note-taking on transactions, vouchers, and bank deposits
- notes are permanent and cannot be edited or deleted
- accessible alongside chat on relevant screens
security and access
- chat and notes can be enabled or disabled by role
- all users with access can view chats and notes for transparency
- chats and notes are kept indefinitely for record-keeping
mobile integration
- recipients receive messages as standard text messages
- can reply directly from their phone without logging into darwin
- mobile interface allows viewing and continuing conversations without login
practical application
- use case: bank reconciliation and tracking unknown transactions
- use chat to query about unidentified deposits or withdrawals
- create temporary journal entries with “ask my accountant” category
- leverage chat to follow up on unanswered queries
next steps
- attend follow-up training session tomorrow at 2 pm et
- start using chat and notes features in daily operations
- ensure security settings are configured for your organization
- explore using chat to improve communication and documentation in accounting