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  1. Click the 'Add Conversation' drop-down button and select the client to whom you want to send a message.

  2. Enter a Title for the Conversation. The conversation This is the topic of discussion, similar to the subject of an E-mail.

  3. Type the message in the New Message field at the bottom of the Conversation window.

  4. Click 'Send'.

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Note: Each Prevail user can choose to display Portal Messages Sent and/or Portal Messages Received on the History tab (in addition to the Portal tab) by clicking 'Options' in the upper-right of the History tab.

To start a new conversation:

  1. Click 'Add'.

  2. Enter a Title (topic) for the Conversation.

  3. Enter the Message.

  4. Click 'Send'.

To add a Message to an existing Conversation:

  1. Click 'Messages' next to the appropriate Conversation.

  2. Click 'Add'.

  3. Enter the Message.

  4. Click 'Send'.