You can turn on and off Client Messaging Notifications by clicking the gear in the upper right corner next to your name, then clicking “Profile”. Update the Notification Preferences section. Then Save.
User Notifications:
If you have client messaging notification enabled you will receive an email notifying you a message has been received along with notifying you of any documents attached to the message.
Managing Messages
If email notifications feel overwhelming, you can manage all client communication directly within Firm360 by clicking the envelope icon next to your name in the upper right corner.
This will take you to the Client Message Dashboard, where all firmwide client messages are displayed. Unread messages appear in bold for easy visibility. (You can learn more about this view in: Messaging – Firm Global Message Dashboard.)
To view all firmwide sent messages, click the “Sent” tab at the top of the dashboard.
If you open a message and then realize it was not intended for you, you have the ability to mark the message unread by selecting the 3 dots to the right and clicking "Mark as unread".
Assign a Message to a Specific User
To assign a message to a specific team member, click the user bubble next to the message and select the appropriate user from the list.
Once assigned, a Todo indicator will appear, signaling that action may be required from that user.
After the task related to the message has been completed, you can click the Actions dropdown and select “Mark as Done” to clear the Todo and update the message status.