You can send a message regarding a property contact in the transaction. This can be helpful if you need to share a contact's information with an agent, another team member, or a different contact.
Start by going to the transaction and clicking on Contacts. Find the contact you want to create the message about and click on @ New Message. This is only creating a message relating to that contact. It's not sending the message to that contact.
A side panel will open to the left where you can start composing your message. Here is what each section represents.
Address - This shows you the property that the message is being sent from.
Property Contact - This will show you the contact information for the person you are sending the message about. You will still need to select them from the Send To drop-down if you want the message to go to them.
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 a 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 have entered before sending the message.
