Clients can manage their messages in the Client Portal, including filtering messages by entity type, navigating between the Inbox, Sent, and Trash, and composing new messages with attachments.
Below is the “Dashboard View” of the Client Portal. Unread messages appear here.
Below is the view from the Client Portal “Messages” tab.
- Clients can filter messages by individual entity types. Clients can also toggle between their inbox, sent messages and trash found on the left side of the screen.
- Clients can compose a message by clicking the blue “Compose” button. The popup below will appear. (Note- Clients must choose an entity type to associate the message with. Clients have the ability to include an attachment within the message.)