In-App Chat (Collaboration)
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In-app chat allows you to collaborate with your team through comments on tasks, transactions, accounts, and clients.
If you @-tag a team member, they will get notified in their task inbox. You can leave comments on transactions, tasks, accounts, questions, or on the main client feed.
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In-app comments are firm internal and are not seen by the client.
Clicking the chat button at the top of a close page will take you to the Client Feed. This shows you all comments left in the client feed or in other related entities like Transactions, Questions, or accounts.
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The comment inbox in the top right-hand corner of the app will show you all un-archived comments that you have been tagged in.
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