In-App Chat (Collaboration)
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.
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.
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.