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XTRF Chat Documentation

Chat rooms for Managers

All chat rooms in XTRF Chat are linked to the XTRF Smart or Classic projects and quotes.

Chat rooms are created automatically upon creating a project or quote in the Home Portal or upon assigning a vendor to a job.

Chat rooms are shared between a project and a related quote. After a quote has been approved and turned into a project, all its chat rooms, chat room members, and conversations are preserved and become associated with the project.