This article provides a comprehensive guide on how to effectively manage and organize client messages within the "Messages" tab. It covers composing new messages, assigning users, tracking read receipts, and utilizing bulk actions. Additionally, you can create tasks, generate PDF documents from messages, and filter messages based on specific criteria, streamlining your workflow and enhancing communication with clients.
Client "Messages" Tab
- Clicking into the “Messages” tab will take you to the screen above.
- View the inbox, sent messages, and trash by clicking the various buttons.
- Search through messages by using the search bar on the right.
- Compose a message directly to the client by clicking “+Compose” on the right.
- Assigned - You can assign a User to a message
6. When viewing Sent Messages the Date column will show you an Opened Date if your Client has viewed the message
7. Bulk Option: To bulk move messages to the trash or bulk associate messages to a project, select all messages that apply, then click the gear on the right. The options below will appear.
8. Create a task straight from a message by clicking the 3 dots on the right side, then click “Create task from message”. The popup below will appear for you to create the task, also giving you the option to tie the task to a project.
Note: Whatever is populated in the “Name” bar will appear at the task name.
See below how the task will appear:
8. Create a PDF document from a message - You can create a document from a message by clicking the three dots on the client message. You also can create a document from a message when you are within the message. The document will then show as a PDF under documents in the client's profile.
9. You can also filter the messages base on certain search criteria. All are listed below.