New Client Card Design & Capabilities

Comments

4 comments

  • Nika Lawrie

    When is this being released? 

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  • Kiran S.

    Hi Nika! This feature will be rolled out during the month of November! Keep an eye out for updates! 

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  • Steve

    So we can't send a new message?
    What if I want to send a new message with a new subject line that is more appropriate for the new message, where is the send new message option?

     

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  • Kiran S.

    Hi Steve! You can type a message at any time into the input field in the conversation tab of the client card! Otherwise, you can also click Quick Actions > New Message to compose a new message with a subject line from scratch: 

    You can also use the 'Invite via Email' button on any client card to send a message with an action attached!

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