The conversation list
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Translated from the Italian guide. Narciso itself is in Italian, so the names of buttons, menus and fields are shown exactly as they appear on screen, with a translation in brackets where it helps.
The left-hand column of the large chat (Comunicazioni) contains, from the top: the header, the folders (Folders) and the conversations. When you are creating a folder, the row for giving it a name also appears at the top.
Contents
The header#
On the left is the title: TUTTI (ALL) in the main list, or the name of the folder you have opened. On the right are three square buttons:
| Button | What it does |
|---|---|
| Magnifying glass | Opens the search (see below) |
| Bin | Grey until at least one row is selected («Seleziona elementi per eliminare» (Select items to delete)); then it becomes active («Elimina selezionati» (Delete selected)) and opens the delete confirmation (Muting, banning and deleting a conversation) |
| + or U-shaped arrow | Changes depending on the situation, see the table below |
The third button:
| Situation | Appearance and hint | One click |
|---|---|---|
| Main list, no folder selected | + «Nuova chat» (New chat) | Opens the writing of a new message (New message) and closes the open conversation |
| Inside a folder | U-shaped arrow «Indietro a Tutti» (Back to All) | Goes back to the main list |
| One or more folders selected with Shift+click | U-shaped arrow «Rimuovi cartelle e sposta in Tutti» (Remove folders and move to All) | Dissolves the folders immediately, without confirmation (Folders) |
The bin and the third button also accept dragging: when a dragged row passes over them they enlarge with a halo, red for the bin and orange for the third.
What each row shows#
- A round avatar: the photo of the client or of the social profile, otherwise a circle coloured according to the channel with a white figure.
- At the bottom right of the avatar, a small circle with the channel icon (WhatsApp, Instagram, Facebook, Telegram, email...). For a client who writes on several channels the circles are overlapping, one per channel.
- The name, in bold if the conversation is open; if it is longer than 18 characters it is cut off and the full name appears when you hold the mouse over it.
- To the right of the name, the time of the last message: hours and minutes only, without the date.
- Below, the preview: the first 50 characters of the last message, always followed by «...», or Allegato (Attachment) if the message is only a file, or Nessun messaggio (No messages). There is no «Tu:» (You:) label if the last message is from the staff.
- At the bottom right, the red number of unread messages.
- Sta scrivendo... (Typing...) in light blue next to the name, while the contact is typing (only for WhatsApp Personale).
- A purple or amber dot next to the name when the AI assistant is handling the conversation or an operator is needed: the label appears when you hold the mouse over it (see Muting, banning and deleting a conversation).
- A crossed-out bell when the conversation is muted.
- A green «Online» dot when the contact appears to be online.
The open row and the selected ones have a light-blue background; the others, when you hold the mouse over them, a light beige background.
How the name is decided#
| Case | Name shown |
|---|---|
| Chat linked to a client in the address book | The client's first name and surname (or company name) |
| Chat linked to a supplier's contact person | The contact person's name followed by the company in brackets, for example «Mario Rossi (Cosmetici Srl)» |
| WhatsApp, with no linked client | The contact's name on WhatsApp; if missing, the number written out in full, for example «+39 333 123 456» |
| Telegram | «@» followed by the username, otherwise the contact code |
| Instagram and Facebook | First name and surname, otherwise «@» and the username, otherwise the contact code |
| Email and PEC | First name and surname, otherwise the address |
Order and loading#
- Order. From the conversation with the most recent last message to the oldest. When a message is sent or received, the conversation moves to the top.
- What is in the main list. The conversations that are not inside a folder: those in a folder are seen by opening the folder. During a search, instead, all of them are searched.
- Loading in blocks. The list is not downloaded all at once: the piece you are looking at arrives. The scroll bar has the right length straight away and you can drag it all the way down: the rows arrive there. When you scroll quickly you see grey «scrolling» rows in place of the real rows, which appear as soon as you stop. There is no maximum number of conversations.
- Empty list. «Qui visualizzerai le tue chat» (Your chats will appear here) appears in the centre; with a search with no results, «Nessun risultato per "testo cercato"» (No results for "searched text") appears.
- Channel filters. They apply here too: conversations of unticked channels are not shown (Comunicazioni settings).
The search#
- Opening. Hold the mouse over the magnifying glass for about 0.3 seconds: the field widens and covers the title. On touch screens, where there is no «hovering», the search does not open.
- Typing. The hint is «Cerca contatto o chat...» (Search contact or chat...). While you type, a × appears on the right that clears the text. The search starts about 0.3 seconds after the last key.
- Closing. The field stays open as long as it contains text; emptied with the ×, it closes when the mouse leaves. The Esc key does nothing.
What it searches, without distinguishing upper and lower case and also in parts of words:
- first name and surname of the linked client and of the chat;
- the Instagram, Facebook or Telegram username (also when typing the «@»);
- the email address;
- the phone number: it is also found written with spaces, prefix or symbols («+39 333 123», «333123»), but you need at least three digits;
- the contact code.
What it does not search (on the Comunicazioni page): the text of messages. To search for a phrase inside a conversation, use the magnifying glass in the header of the open conversation (Reading messages). The chat column in the side menu (The chat in the side menu) is different: there the search also finds conversations that contain the word in a message (not deleted for everyone nor hidden «for me»).
With a search active the list shows the results from all conversations, including those in folders and even if a folder is open. The folders are filtered by their name, with one exception: the favourite ones always stay visible (Folders). The searched text can be at most 200 characters long.
Opening and selecting#
| Action | Result |
|---|---|
| Click on a conversation | Opens it on the right and selects it. If you were writing a new message, you leave that mode |
| Shift+click on a conversation | Adds it to the selection, without opening it; if it was already selected, removes it |
| Ctrl+G (on Mac Cmd+G) with at least two rows selected | Creates a folder with those conversations (Folders) |
| Click outside the column | If several rows were selected, the selection goes back to just the open conversation |
| Drag a row | Moves into a folder, see Folders |
| Right-click on a row | Conversation menu (Muting, banning and deleting a conversation) |
| Drag a file from the computer onto a row | Opens it and prepares the file as an attachment to send |
Unread messages#
- The red number counts the messages received since the last time someone opened that conversation; for a client on several channels it is the sum of the channels. For a folder it is the sum of the conversations it contains.
- It is reset by opening the conversation, for all colleagues: reading is shared. As long as the conversation stays open, incoming messages count as read immediately.
- On WhatsApp Personale, opening the conversation makes the blue ticks appear for the client.
- Conversations made only of email or PEC are not marked as read when opened: the red number stays. If the client has a single row with other channels, opening it resets them all.
- In a muted conversation the red number does not appear (Muting, banning and deleting a conversation).
- Unread messages also appear in the red dot with the number on the Chat icon in the side menu and on the tab (The chat in the side menu).
The client on several channels: the single row#
If two or more chats are linked to the same client in the address book (Linking a conversation to a client or a supplier), the list gathers them into a single row:
- the name and photo are the client's, and the circles of all the channels appear on the avatar;
- the time and preview are those of the last message across all channels, and the unread count is the sum;
- opening it shows the chat of the channel on which the staff last wrote to the client; if they have never written to them, the messages of all channels mixed in chronological order;
- the channel buttons appear in the header, used to choose which chat to look at and which one to reply from (Muting, banning and deleting a conversation);
- in the right-click menu Silenzia (Mute) is not there (it acts on a single channel), whereas Banna (Ban) is, with the choice of channels.
A chat that is not linked to a client stays a row of its own, even if the number matches that of a client. Chats linked to a supplier's contact person are also gathered into one row per contact person.
What to do if...#
| Situation | What to do |
|---|---|
| The search does not find a phrase written in a message | On the Comunicazioni page the column's magnifying glass only searches contact data: open the conversation and use the magnifying glass in the header (in the side-menu chat, instead, the search also looks at the text of messages) |
| I am looking for a number and find nothing | At least three digits are needed; try without the prefix |
| A conversation is missing | Check that you are in the right location, that the channel is not hidden by the filters and that it is not inside a folder (Comunicazioni) |
| The red number does not reset on an email chat | This is normal for email and PEC: they are not marked as read |
| The search does not open | Hold the mouse over the magnifying glass and wait a moment; it is not available on a touch device |