How do I send a message to a specific person or computer?
Targeted notes are sent from the Conversations window.
The Users list will organize itself according to the BlueNote users currently online in alphabetical order. Messages cannot be sent to offline users, which will appear greyed-out at the bottom of the Conversations User list. Starting a conversation is like starting a new email thread, so that one or more selected users will be included, and receive all replies, when anyone in that thread adds another message to it. Version 9 includes emoji type social icons as well, that are sent and received as part of a Conversation.
Starting a new Conversation
Click on the Conversations button in the upper right-hand corner of the main BlueNote Lights program to open up the Conversations window. If no other users are online, the Users list will be blank or greyed-out. Click on one (or more) user names to start a Conversation, add the message then Send.
Receiving and replying to a Conversation
By default, Conversation recipients will see an entry in their Inbox, as well as a blue popup interruption in the lower right-hand corner of their computer monitor that displays the Conversation.
There are two options to open a Conversation:
1. Single-click on the blue Popup.
2. Double-click on the Conversation in either the Inbox or the Messages tab, depending upon whether or not the Conversation has been previously read or not.
The Conversation will open within the main conversations window, where the user may either reply by typing a response, or they may select another option for that message.
With the Conversation window open in a Reply mode, one or more of the following options are available:
1. Type in the reply window with the option of adding one or more social icons prior to clicking the green Send icon.
2. Click the crossed-out eye icon to add a Privacy Shield to the recipient popup.
3. Delete the message.
4. Copy the message.
5. Save the message as a .csv file.
6. Resend the message.
7. Choose a Quick Message or Quick Response. See more about setting up these options in the " Interacting Quickly" topic below.
Sending a new Conversation to multiple computers
Click the Conversations button on the upper right-hand side of the Light panel to open up the Conversation window. Then choose one or more BlueNote users by clicking on each User name from the left-hand Users list. Begin typing in the cursor window and press the green "send icon" to deliver the Conversation.
Interacting quickly with Conversations
Whether you send a message to one user or to multiple users, each recipient will receive a pop-up in the lower right-hand corner of their monitor that will stay on their screen for an hour (default). The popup is the indication that a Conversation has been received. You may click on the popup to open the Conversation and then reply to it. All users that are included in the original Conversation will also receive all replies to that Conversation, which is similar to the way that "CC" in an email works. If you have the BlueNoteGo button enabled on your desktop as seen in the image below, the speech bubble will turn Green to let you know that you have a new or updated message in your Inbox.
Think of Conversations as "live email" - this pretty much describes the workflow in the office, especially as it pertains to locating a Conversation that was sent to your computer.
Adding Quick Messages and Quick Responses/Replies
Within each reply window users initially are presented with six empty boxes. Up to six Quick Messages and six Quick Responses are available. Click on an empty box to create a Quick Message or Quick Reply, type the message or reply, and Save. To edit an existing box, right-click on it, retype, then Save when finished.
Conversations are separated into two tabs: Inbox and Messages.
Inbox: This tab contains new Conversations or updated message threads sent to this user from other users. Conversations will appear in the Inbox unless they have been clicked on to Respond, Delete, or simply to read. Double-click to open a Conversation and respond to it. If there are one or more Conversations in the Inbox, that number will display alongside the Inbox tab. Click the green "Mark all read" button to quickly move all unread messages to Messages and reset the Inbox to empty. Use the Search bar to filter select Conversations that are still within the Inbox.
Messages: Any past Conversations will appear in the Messages tab. This tab includes everything that has been clicked on, sent, and all the user's responses. Instead of scrolling to manually dig through all of the threads, use the Search bar to filter and search through all Conversations that have been archived in Messages.
The user list is also separated into multiple tabs: Users, Local, and Groups, depending upon your office's setup.
Users: A list of all online BlueNote users. This list builds itself alphabetically as users come online. Offline users will be greyed out.
Local Groups: This tab is relabeled Local if System Wide Groups have been programmed by an administrator. If you do not have System Wide Groups, this option will simply be called Groups, and will function like the Local tab as seen on the image above. There will not be any Local Groups present unless the user has edited and saved them. Local Groups are shortcuts that you build within a single BlueNote client to automatically select one or more users instead of having to work from the full user list. Click on a blank button or right-click on an existing button in Groups to edit each one.
Groups: If the office's Administrator has set up System Wide Groups, these are created and edited in System Wide Changes. See more in the related links below about System Wide Groups. Individual users are not able to edit or create System Wide Groups. Any user may click on one of these Group buttons and send a new message to all of the users within this Group.
Choose the Gear symbol within Conversations to make changes to the various settings seen in the image below.