Create and Manage Chat Groups
Starting a chat group from the Communication page and choosing who is in it.
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01
Access Communication Page
You can send and manage chat from the communication page.
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Start New Chat Group
If you'd like to start a new chat group, click the new button and a window will pop up in the bottom right. From here, select the recipients you'd like to chat with.
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Add Subject And Message
Add a subject and a message to introduce the chat group and its purpose.
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Click Send Button
Click the Send button to deliver your message and create the chat group.
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View Chat Group List
Once sent, the group will appear in the list on the left for easy access.
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Continue Chatting
From here, you can open the chat group and send more messages as needed.
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Manage Message Options
On the right-hand side, you have options to archive the thread, add it to favorites, or set it as read-only.
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Create Tasks From Chat
You can create a task, a new note, or a service task ticket based on this chat. Manage your message groups on the left side.
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Switch Property View
If you are part of multiple properties, click the dropdown to change the property whose messages you are viewing.
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Search And Filter Messages
You can search through all your messages and apply filters to find specific conversations.
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Select Multiple Messages
You can perform quick actions on multiple messages by selecting their checkboxes.
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Perform Message Actions
Then click the desired action, such as archive or unarchive, to manage your messages.
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View Archived Chats
To unarchive a chat, click the filter and view archived chats. From here, you can unarchive the thread.
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Unarchive Chat Thread
Click Un-Archive Thread to restore an archived chat back to your active list.
