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Inbox Overview
On the home page, the Inbox section displays the most recent messages from your firm. To create a message from here, click +Add New in the upper-left corner, then click Message. Click See All Inbox Messages to display all messages, or click the Inbox ...
Inbox Overview
The Inbox on the home screen shows the most recent messages in your conversations. Click See All Inbox Messages to display all messages. Click +Message to create a message. View new Alerts by clicking the Alerts tab. You can also click Inbox on the ...
Viewing Notifications
View all unread and read notifications to stay on top of incoming information. The Notifications center includes notifications for all Messages, Alerts, and Tasks. Click Notifications. Click View All Notifications. Use the filter to search through ...
Custom Inbox Views
Custom Views allow for greater transparency of messages in your Inbox. You can change your inbox to reflect messages from specific accounts, contacts, and date ranges. This is a great tool for monitoring important accounts or the messages coming to ...
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. ...