---
title: "Discussions"
slug: "discussions"
updated: 2023-09-20T08:53:15Z
published: 2023-09-20T08:53:15Z
canonical: "help.elorus.com/discussions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.elorus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Discussions

In Elorus, you can use the **Discussions** feature to exchange information and interact with your clients about matters concerning them.

As an Elorus user, you can send your messages directly through the application. On the other end, your client **will be able to view the discussion and communicate with you via the Elorus [Client portal](/int/docs/client-portal)**. Therefore, a prerequisite for this is to have enabled client access to the **Client portal** for that particular contact.

The **Discussions** feature is available for:

- Invoices
- Credit notes
- Estimates
- Projects

## Adding a message to a Discussion

To add a message to a **Discussion**, you should click on the relevant icon located at the top right of the viewing page of the record that the message pertains to (e.g., Invoice).

![Show discussion button](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/discussion%20icon%20%281%29.png)

From the window that appears on the side of the page, you can type in your message and save it by clicking **Send message to the client**.

In case the client doesn't frequently log in to the client portal, they might not see your message in a timely manner. For this reason, when sending a new message, you have the option to also **notify the client via email**, as shown in the image below.

![Discussion popup window](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/add-client-discussion-message-int.png)

          Client message notification

          

Conversely, every time your client sends a new message, you will always receive a **[Notification](/int/docs/notifications)** within Elorus, which, depending on your personal settings, you can also receive via email.

When a record has a registered message, it will be displayed with a number indicator, as shown in the following image.

![Messages in the discussion with a client](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/number%20indicator%20in%20a%20discussion%20%281%29.png)

## Editing and deleting Discussion messages

You can **edit** a message by clicking the pencil icon and **delete** it by clicking the red bin icon for messages you've sent to your client.

![Edit and delete Discussion messages](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/edit%20and%20delete%20a%20message%20%281%29.png)

## Message access levels

- Messages in a discussion with a client can be sent by all organization users **who have access to a specific record** (e.g., users with the **Role** of *“Business manager”* can discuss a **Project**).
- The **creator of a message** can edit and delete messages they've sent, but they cannot edit or delete messages sent by the client or other users.
- The **Administrator** additionally has the ability to delete messages sent by any user of the organization, but cannot delete messages sent by the client.
- The **client** can edit and delete messages they've sent, but they cannot edit or delete messages sent by the organization's users.

## Viewing and managing Discussions from the list page

In sections where client **Discussions** are featured (**Invoices**, **Estimates**, **Projects**, etc.), you can activate the **Discussions** column on the corresponding list page. This lets you send and handle messages right from the list, instead of diving into the individual view page of each record.

![View and manage Discussions from the list page](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/activate%20discussions%20list%20in%20estimates%20%281%29.png)