Centrum pomocy

Messaging

Messaging keeps every client conversation in one tidy thread - no more scrolling back through WhatsApp or losing a text in your phone. This guide covers sending a message, finding your inbox, what clients see in their portal, and how unread counts keep you on top of replies.

Sending a message to a client

1 Open a client's record and choose the Messages section, or open Messages from the main menu and pick an existing conversation.
2 Type your message in the box at the bottom of the thread.
3 Press Enter to send, or Shift and Enter together to start a new line - you can also select the Send button.
4 Your message appears in the thread straight away, and the client sees it in their portal where they can reply.
5 Starting from the client's record is the easiest way to open a brand-new conversation with someone you have not messaged before.

Viewing your Messages inbox

1 Select Messages in the main menu to see every client conversation in one place.
2 The Conversations list on the left shows each client you have messaged, most recent first, with the time of the last message.
3 Select a conversation to open the full thread on the right, where you can read the history and reply.
4 A count at the top shows how many unread messages are waiting across all your conversations.
5 New messages arrive on their own - the inbox refreshes every few seconds, so you do not need to reload the page.

How clients see messages in the portal

1 Clients only get messaging once you have given them portal access with the Messages permission switched on (open the client, go to Portal access).
2 In their portal they see a Messages page headed "Chat directly with your project team", showing the same conversation you see.
3 They type and send replies the same way you do, and their reply lands in your inbox.
4 Both sides share one thread, so the conversation always reads in order for everyone.

Unread message indicators

1 When a client messages you, the Messages item in your sidebar shows a count of how many replies are waiting.
2 Inside the inbox, the same total appears at the top, and each conversation in the list carries its own unread badge.
3 Opening a conversation marks its messages as read, so the counts clear themselves once you have seen them.
4 On the client's side, their portal shows an unread indicator on their Messages link whenever you have sent something they have not opened.

Keeping conversations in one place

1 Every client has a single ongoing thread - one conversation per client, not a new one each time.
2 The full history stays put, so you can scroll back to what was agreed weeks ago without digging through your phone.
3 The same thread shows on the client's record, in your Messages inbox, and in the client's portal - it is always the one conversation.
4 Because everything lives in CMA rather than a personal WhatsApp or text thread, the record stays with the business, not on one phone.

Want the bigger picture? See the full feature overview .

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