Edit basic conversation details

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • In Connect Chat, you can customize the avatar, name, and description for a group or record conversation.

    시작하기 전에

    Role required: none

    이 태스크 정보

    These details are not editable for direct conversations.

    주:
    The name and description for a record conversation default to the record name and short description. However, editing the name or description for a record conversation does not change anything on the underlying record.

    프로시저

    1. Open the a group or record conversation in the Connect workspace.
    2. Click anywhere in the conversation header to the left of the icons.
      A pop-up appears to edit conversation details.
    3. Edit the conversation image, name, and description as needed.
    4. Click Save.