Related Articles
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. ...
How to Create a Note from a Message
You may want to create a Note from a message you received or sent to a client. Instead of copying and pasting the information into a new note, you can create one directly from the message. To create a note from an entire Message thread: Click on the ...
How to Create a Task from a Message
You may want to create a Task from a message you received or sent to a client. Instead of copying and pasting the information onto a new task, you can create one directly from the message. To Create a Task from an entire Message Thread: Click on the ...
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 ...