Send a Message

Overview

Learn how to send a message through the Messaging Module.

Send a New Message

1. Go to the Messaging Module. 
2. Click Add in the upper right-hand corner. 
3. To Staff: Begin to type in the name of the staff you are messaging.
   • A box will appear with names of staff that match (The system is searching the Staff Module in your database).
4. Click on the correct name.
   • The selected name will appear next to the field in a blue oval. If you've selected the wrong staff, use the X in the oval to remove this selection.
   • You can add more than one recipient.

Other Options:

• Or staff group: If you have created staff groups in the Staff Groups Module, you will see these choices listed in the drop-down.
• To Clients: If you have enabled the Client Portal Messaging feature, you will see this option.
  1. Begin to type out the name of the client you are messaging.
     • A box will appear with the names of clients that match (The system is searching for clients that have been invited to Client Portal).
  2. Click on the correct name.
     • If a message is sent to multiple clients, the client will NOT see any other client names.
• To DIRECT contact: If you have enabled Direct Messaging, you will see this option.
  1. Type the full address for the direct contact.
     • If a box appears with addresses that match, select the correct address (The system searches for direct messaging addresses that have been added into the Contacts Module).
     • If you see Your DIRECT address credentials are not valid..., you will need to validate your credentials in the Staff Module.

5. Subject: Enter the subject of this message.
6. Message: Enter the actual message into this field.
7. Attachments: (if applicable) Choose one or several attachment options.
8. Click Send.