Difference between revisions of "Messages"

Revision as of 11:28, 31 December 2020

Watch our video tutorial on Messages -

You can discuss specific objects with your vendors or clients directly in Protemos, instead of exchanging emails or instant messages.

Client's messages

This feature is available for the following clients' objects:

• Quotes.
• Quote requests.
• Projects.
• Client invoices.
• Client payments.

Vendor's messages

This feature is available for the following vendors' objects:

• Job.
• Vendor invoices.
• Vendor payments.

General information

In the Messages field enter your text and press the "Send" button:

Here you can see the example of how it looks like:

Clients, vendors, and managers will get emails once someone sent a message to them.

You can read the message and reply straight from the email:

By pressing "Reply to this message", you will be redirected to the "Messages" field of the respective object.

Tip: If your client or vendor cannot log in to the system, you can use the "Messages" field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.