Conversations Feature

• Deleting and Editing Messages in Conversations*

  You can delete or edit messages sent by yourself in the Conversations panel of Client Hub.  Messages that have been edited or deleted will display text indicating changes have been made. To Edit Hover over the message you sent Click the actions icon (...) to the left of the message Select Edit E...

• Hide or Show System Bot Messages

  Users can remove the clutter of the system bot messages from the conversations panel. Under the My Clients option In the left navigation, select the desired client whose Workspace you want to enter From the Conversations panel in a Client Workspace, click on the settings icon (3 consecutive dots...

• How to create a Job from a message in conversations

  When a client sends a message via the conversation that requires work on your part, you can create a Job in your Internal workspace to set a reminder and add details. Click the link below to view a short demo video. How to create a Job from a message in conversations Note: this feature requires...

• Navigating the Conversations Feature

  The Client Hub Conversations feature is automatically enabled on every client workspace. This open forum allows for shared interactions between you, your staff, and your client in a simple chat-like system.  All users have the capability to upload attachments and post comments. Conversations are...

• Pinning messages in Conversations

  The Pin option in messages allows accountant users to track messages that you may want to take further action on. This includes the options to Pin messages, filter the messages by pinned items, and mark the pinned items as completed once the issue is resolved. How to use the Pin option: Mouse o...