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Glossary Β· Other

IM

Instant Messaging

Chat messages sent instantly between people, such as in Teams or WhatsApp.

Like passing quick notes across the office instead of writing letters.

How it works

  • Work chat tools keep a history.
  • Personal chat apps leave company information on personal accounts.
  • Links in chats can be scams.
  • Decide which tool the business uses.

What can go wrong (example scenario)

A firm discussed a client contract over a personal messaging app. When the employee left, the only record went with her phone.

How WILDCARD handles it

Cloud covers the Microsoft 365 or Google workspace, including Teams and chat settings.

  • A team uses one approved chat tool.
  • A firm sets retention for chat messages.
  • An owner asks staff to move client talk out of personal apps.

A question owners ask

Should staff use WhatsApp for client work?

Pick one approved tool and keep records where the business controls them.

Something here sounds like your problem?

Every WILDCARD card exists to solve one named problem. Find yours.

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