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...

• 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...

• 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...