Messaging - Global Message Dashboard

The message dashboard enhances communication and collaboration both within the firm and with clients. When a new message is received, a red circle will appear above the envelope icon, indicating an unread message.

This messaging dashboard is especially useful because all staff can view and respond to messages—unlike email, which may sit in one staff member’s inbox and cause delays if they are out of the office.

1. Global Message Dashboard:
   Firm client messages appear here, with unread messages shown in bold. The screen defaults to the Inbox.

   • Note: All messages come in as Unassigned.

2. Sent and Archived Messages:
   To view sent messages, click the “Sent” tab. Deleted messages can be found in the “Archive” tab.

3. Compose:
   You can compose a new message directly from this dashboard.

4. Paperclip Icon:
   This icon will appear if a message includes an attached document.

 

5. Action – Create Task from Message:
   You can create a task directly from a message by clicking the three-dot menu and selecting “Create task from message.” A popup will appear to create the task, with the option to link it to a project.

   1. Note: The text in the “Name” field becomes the task name.

6.  Show My Todos: Quickly access the messages that are assigned to you and not yet marked done
    

7. Action – Create Document from Message:
   You can generate a PDF document from a message by clicking the three dots on the message or while viewing the message itself. The PDF will be saved under the client’s profile in the Documents section.
    

 

 

8.  Saved Searches – Quickly pull up a specific group of messages based on the search criteria you’ve set.

View all your Saved Searches under the Search Criteria dropdown

Bulk Actions in the Client Message Inbox

Use Bulk Actions to update multiple messages at once and save time.

Select All or some message then Click the gear icon in the Inbox, select the messages you want to update, and choose an action:

• Move to Archive

• Change Client

• Mark as Read/Unread

• Mark as Todo or Done

• Assign to User

Bulk actions are ideal for quickly organizing and managing high volumes of client messages.

 

 

Sent Messages & Message Actions

From the Global Messaging tab, click on Sent. The Sent tab allows you to view all messages that have been sent to clients. This provides a clear record of communication, including the client, project, message subject, date sent, and assigned user.

Each sent message also includes additional options (via the three-dot Actions menu):

• Create Task from Message – Convert the message into a task for follow-up.

• Create Document from Message – Generate a document directly from the message content.

• Compose from Message – Send a new message using the original as a reference.

These tools make it easy to take action, follow up, and continue client communication directly from the Sent view.

 

 

Resend a Client Message:

Click the Actions dropdown next to the message you’d like to resend.

Select Compose from Message.

A copy of the original message will open in a pop-up window. From there, you can send it as-is or make edits, add additional text, or attach documents.

When you're ready, click Send to resend the message.