Archive message11/7/2023 ![]() ![]() Once you read all the messages, section names disappear. A thread is read if at least one firm member read all the messages inside. Threads with unread messages are located at the top. ![]() This is what you have inside the Chats page: There’s also an page for communication via SMS ( Coming soon!). The circle displayed to the right of the Communication tab shows how many unread chats an account has.Īll the chats for the client account are sorted chronologically by the most recent response on the Chats page. To view all chat threads for a client account, go to Clients, select the account, then open Communication. When you receive a response from a client whose account includes other users- two or more contacts who have Login toggled on-you’ll always know who is responding inside the chat thread since the contact's name is shown as the author. Add, review and check off client tasks.Add, view, download and delete firm-uploaded files.View and download client-uploaded files.Send a message by hitting ctrl + enter on Windows or cmd + enter on a Mac.Communicate with clients by typing in the chat field.In the Communication tab, everything happens in real-time, as with DMs. View and reply to a client’s chat by going to Communication in their account. Note: Change your notification preferences whenever you need to. ![]()
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