← How To Guides
ClientManagerBlazor · How To

Messages

Quick internal staff-to-staff messaging, built into the app so a question about a project doesn't have to leave ClientManager.

1

Start a conversation

Side menu → MessagesNew Message. Pick one person for a 1:1 conversation, or several for a group. Messaging any coworker at your company needs no special setup or permission beyond having Messages access yourself.

2

Link a project (optional)

While composing, you can tag the message to a specific Project — it shows as a small badge on the message so anyone reading the thread later has the context without asking.

3

Unread badges keep you caught up

Conversations with something new show a red unread count in the inbox, and a site-wide badge appears in the nav so you always know there's something waiting. Opening a conversation marks it read automatically.

Messages is text only today — there's no file/photo attachment inside a conversation. For sharing a file, use email/SMS or the relevant record's own Attachments.
Have a suggestion for this page, or something you'd expect it to do that it doesn't yet? Submit a ticket or suggestion — we read every one.