💈 Sending messages to end-users is free. Internal messaging system is available with: Silver, Gold Plans
The secure messaging system allows you to communicate easily with recipients and teammates. Using this feature, you can send external/internal messages or mention team members in any messages (whether external or internal) if you need.
ⓘ A message is always attached to an online record
Using the Messaging system
- Go to a client application page
- In the Sidebar, click on Message Inbox then click on the New message button
💡 The first field is your distribution list. All people listed there will receive a notification and may be able to view the message.
- Type in names in the diffusion list field. By default, your recipient's name will be added in blue so you can easily send external messages.
Using the @mention feature
1- Type in @name in your text to mention someone from your team.
A few examples of messages you could send
In the following scenario, the message sent is external.
The person listed in the diffusion list (client=in blue) will receive a notification as well as the teammate tagged in the message. If the teammate has the right to access this application they'll be able to take action and/or reply.
In this situation, the message is internal.
Teammates added to the list will all receive a notification. However, as none of them was specifically mentioned in the text, the message will be applicable to both. If the teammates have the right to access this application they'll be able to take action and/or reply.
In this scenario, these messages are internal. By typing in 'Team' the entire team will be notified about this message. The teammates who have the right to access this application will be able to take action and/or reply.