How to Send Bulk Messages
Click Bulk Actions on the left side of the screen. Click Send Message. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner. Click Search. To select all Contacts, check the box next to Contact Name. ...
Archiving Messages on Mobile App
Note: Only Messages in your Inbox can be archived. Tap on the Inbox tab. Tap on the Message that needs to be archived. Tap on the Archive icon in the upper-right corner of the screen.
How to Archive a Message
Note: Only Messages in your Inbox can be archived. Click on the Inbox page on the left side of the screen. Click into the Message. Click the Archive icon. The message will now be stored in the Archived tab of you Inbox. Related article: How to Bulk ...
Message Transparency provides a FirmView of all messages sent and received throughout the firm. This allows you to read any message on the Account and Contact level that is tied to a specific account or contact. To see Messages tied to an Account: ...
How to Send a Message (Mobile)
Step-by-Step: Tap the plus sign (+) icon at the bottom of the screen. Tap Compose Message. Select a recipient and Account. Create a subject line and compose your message. Click Send. If the recipient responds to you, you will receive a push ...