If you need to send a message based on a specific task you are working on, this can be done by going to the property details of the transaction and selecting Tasks.
Find the task you want to send the message for, and click the @ symbol on the right side of the task details. It will be to the left of the trash icon.
Clicking the @ symbol will open a side panel to the left where you can start composing your message. Let's go over each section.
Address - This shows you the property that the message is being sent from.
Task - The title of the task will be shown here so you know what the message relates to.
Send To - You can select any user that has an account or portal view, and/or a contact that is listed on the property. They have to be a part of the transaction for you to send them any message.
If the "send to" contact does not have a client portal, they will receive an email with the message. They will be able to reply using the Send Reply button in the email.
Subject - Enter a brief description regarding what the message is about in the subject line. If you would prefer to leave it blank, the system will automatically fill it in with Open To Close New Message | Property Address.
Message - Enter the message you want to send to the recipient(s). You can also bold any text or insert emojis in the message.
Upload Files - You have the option to attach any files that relate to the message.
Send Message - Look over everything you've entered before sending the message.
