Chat with clients from wherever you are. Quickly access client messages without having to use your desktop browser.
Covered here:
How to Start a New Thread
To start a new chat thread:
1. Go to the Accounts screen, select the account name, tap Create, then Message.
2. Write the message name, type your message, then toggle on automatic reminders if you need to. For more about reminders, go here.
3. Click Create. Add client tasks and documents later if needed.
Document
Mobile App: Secure Messages
Chat with clients from wherever you are. Quickly access client messages without having to use your desktop browser.
Covered here:
How to Start a New Thread
To start a new chat thread:
1. Go to the Accounts screen, select the account name, tap Create, then Message.
2. Write the message name, type your message, then toggle on automatic reminders if you need to. For more about reminders, go here.
3. Click Create. Add client tasks and documents later if needed.
