Difference between revisions of "Messages"
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By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object. | By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective object. | ||
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| − | But if you allow them to log in, all the messages will be available for them. | + | <span style="color:blue">'''Tip:''' </span> If your client or vendor cannot log in to the system (and you do not plan allow them to use the Client Portal and the Vendor), 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 available for them. |
Revision as of 13:35, 19 October 2020
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:
Vendor's messages
This feature is available for the following vendors' objects:
General information
In the Messages field enter your text and press the "Send" button:
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 (and you do not plan allow them to use the Client Portal and the Vendor), 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 available for them.
