Sometimes urgent business can’t wait until you’re back at your desk. Sending messages in real time minimizes response times and gets you and your clients communicating at the speed of a live conversation.
You can view your entire Inbox in FirmDash.
- Tap the menu icon (3 lines) in the upper left-hand corner of the screen.
- Tap Inbox.
- View Inbox, Sent, Drafts, and Archived at the top of the screen.
Message history can also be found on the Account and Contact level.
- Tap the Accounts or Contacts page.
- Search for the specific Account or Contact.
- Tap on the Account or Contact to open their record.
- Tap the Messages tab at the top of the screen.