Message clients
Every client has one conversation with your firm, found under Messages or on the client's page. Write a message, attach a file if you need to, and select Send; the client gets an email with the text and a button back to their portal. Start a separate conversation for a project with New conversation.
Send a message
- Go to Messages and choose the client, or open the Messages tab on the client’s page.
- Write your message. You can use bold, lists and links.
- Select Attach to add a file; it’s stored with the client’s files too.
- Select Send, or press Ctrl or ⌘ and Enter.
Each contact at the client receives an email with your message and a button to their portal.
Replies
Clients reply from their portal. The email says replies to it aren’t delivered, and gives the button back to the conversation, so every message stays in the record your team can see. Unread client messages are flagged in your sidebar.
A separate conversation for a project
In a client’s conversation, select New conversation, give it a subject such as “Website rebuild”, and select Start conversation. Both conversations appear under Messages, labelled with the subject.
Choose which emails you get
Everyone on your team chooses their own message emails. Go to Settings, then Notifications, and tick or untick New messages. You can also turn on Daily digest, a single email at 08:00 with what clients did since yesterday.