Messages (Basic): View, Archive, Delete

pro

This page applies to TaxDome Pro pricing plan only. Please switch the tab above to see TaxDome Lite related content.

TaxDome gives you lots of tools to manage and keep track of your client’s messages. View all replies at once or just from one client. Archive your chats, reopen and delete them, find out when a client received a message, and more.

Covered here:

Responding to Client Messages

The team member assigned to the client will receive a notification in their Inbox+ and email whenever that client creates a new chat thread, replies to one, or makes changes to a task. When a client or team member replies to a thread, the Inbox+ notification is updated; only one notification per chat thread is displayed. When there’s a new message in a thread, the notification is updated and moves to the top. For more details about how message notifications work, go here.

To view the most recent message and respond to it, click the thread’s title or the Go to... link.

tip

Note! You can change your notification preferences whenever you need to.

View and reply to a client’s messages by going to Messages in their client account profile. Chats are sorted chronologically by the most recent. All unread threads have a green badge next to them indicating the number of unread messages. You can also see the status of client tasks inside each thread. When you have the Messages tab open, you can see updates to all chat threads. E.g., if someone created a new thread, archived the old one, sent a new message to the existing one, or made changes to client tasks, the chats list will be immediately updated. Click on the thread to view it.

While viewing a message thread, you can also...

  • ...communicate with the client by typing in the chat field. Send your message by hitting Ctrl+Enter on Windows (Cmd+Enter on Mac).
  • ...view or download client-uploaded files.
  • ...add, view, download, or delete firm-uploaded files.
  • ...add, review, or check off client tasks.

When you receive a response in a chat thread from a client whose account includes two or more contacts with Login toggled on, you’ll always know who is responding.

  • If their email is linked to a contact, their contact name is displayed in the chat thread.
  • If their email is unlinked, it is displayed in the chat thread.

tip

Note! If you try to leave the Messages page without clicking on , you will see a warning. Click Cancel in the alert pop-up, then send the contract. Do not select the Prevent this page from creating additional dialogs checkbox, otherwise, you won’t be able to receive these alerts in the future.

Seeing All Chats for One Account

To view all chat threads related to one account, go to Clients, select the account, then open the Messages tab. All messages for that client account are stored either under the Active or Archived tab. There’s also a Client Tasks tab, where you can see all of the client’s tasks from their chat threads.

Inside the Active tab, chats are sorted chronologically by the most recent response. On the left, a list displays information about the last response time, author, subject, and status of client tasks for each thread. The unread threads have a green badge next to them indicating the number of unread messages.

Go to the Clients section to find out whether a client has any unread or pending messages about their account. Click the unread or active tag to jump to the Messages tab of the selected client account.

Seeing Which Chats Have Been Received and/or Read

Gray or green checkmarks appear next to each message you’ve sent. Here’s what they mean:

The message was successfully sent.

The recipient has read the message. If there are several contacts linked to the account, this indicates that at least one person has read the message.

Filter your account list to see which clients have open questions or unread messages:

  1. Go to Clients, then click FILTER.
  2. In the Messages section, select your preferred option:
  • All: all accounts with at least one chat thread.
  • Active: all accounts with active chat threads.
  • Unread: all accounts with unread chat threads. If two or more team members participated in a chat, the thread is considered unread for those who haven’t read it.
  • Archived: all accounts that have archived chat threads.

3. Click APPLY.

Archiving and Reopening Chat Threads

Once you receive all the information you need from a client in a chat thread, archive or delete it. When you archive a chat thread, you still have access to it. However, if it still has incomplete tasks, clients won’t be able to view them on their dashboard.

To archive chat threads, click the three dots to the far right of the chat-thread name, click Archive, then click YES in the Archive Message Thread pop-up.

The chat thread is then moved from the Active to the Archived tab.

If you archive a chat thread but later discover you need it, reopen it.

  1. Go to the Messages tab in the client account profile, then open the Archived tab.
  2. Open the chat thread, click the three dots to the far right of the chat-thread name, then click Reopen.

In the Archived subtab of the Messages tab, you’ll see the following:

  • SUBJECT: the subject line.
  • PROGRESS: The first figure is the number of completed tasks; the second, the total number of tasks in the chat thread.
  • DATE CREATED: when the chat thread was started.
  • CREATOR: the person who created the thread.
  • LAST RESPONSE: when the last response to the chat thread was written and who wrote it.

By default, the thread list will display 25 thread titles per page. However, you can choose to view 50, 100, or 250 at a time. To change the number, click on Rows per page at the bottom left of the page.

Deleting Chat Threads

Unlike archived message threads, deleted ones cannot be restored. To remove a chat thread completely, follow these steps:

1. Click the three dots to the far right of the message-thread name, then click Delete.

2. Click Delete in the Delete Confirmation pop-up.

pro

This page applies to TaxDome Lite pricing plan only. Please switch the tab above to see TaxDome Pro related content.

TaxDome gives you lots of tools to manage and keep track of your client’s messages. View all replies at once or just from one client. Archive your chats, reopen and delete them, find out when a client received a message, and more.

Covered here:

Responding to Client Messages

You will receive a notification in your Inbox+ and email whenever the client creates a new chat thread or replies to one. When a client replies to a thread, the Inbox+ notification is updated; only one notification per chat thread is displayed. When there’s a new message in a thread, the notification is updated and moves to the top. For more details about how message notifications work, go here.

To view the most recent message and respond to it, click the thread’s title or the Go to... link.

tip

Note! You can change your notification preferences whenever you need to.

View and reply to a client’s messages by going to Messages in their client account profile. Chats are sorted chronologically by the most recent. All unread threads have a green badge next to them indicating the number of unread messages. When you have the Messages tab open, you can see updates to all chat threads. E.g., if someone created a new thread or sent a new message to the existing one, the chats list will be immediately updated. Click on the thread to view it.

While viewing a message thread, you can also...

  • ...communicate with the client by typing in the chat field. Send your message by hitting Ctrl+Enter on Windows (Cmd+Enter on Mac).
  • ...view or download client-uploaded files.
  • ...add, view, download, or delete firm-uploaded files.

When you receive a response in a chat thread from a client whose account includes two or more contacts with Login toggled on, you’ll always know who is responding.

  • If their email is linked to a contact, their contact name is displayed in the chat thread.
  • If their email is unlinked, it is displayed in the chat thread.

tip

Note! If you try to leave the Messages page without clicking on , you will see a warning. Click Cancel in the alert pop-up, then send the contract. Do not select the Prevent this page from creating additional dialogs checkbox, otherwise, you won’t be able to receive these alerts in the future.

Seeing All Chats for One Account

To view all chat threads related to one account, go to Clients, select the account, then open the Messages tab. All messages for that client account are stored either under the Active or Archived tab.

Inside the Active tab, chats are sorted chronologically by the most recent response. On the left, a list displays information about the last response time, author, and subject for each thread. The unread threads have a green badge next to them indicating the number of unread messages.

Go to the Clients section to find out whether a client has any unread or pending messages about their account. Click the unread or active tag to jump to the Messages tab of the selected client account.

Seeing Which Chats Have Been Received and/or Read

Gray or green checkmarks appear next to each message you’ve sent. Here’s what they mean:

The message was successfully sent.

The recipient has read the message. If there are several contacts linked to the account, this indicates that at least one person has read the message.

Filter your account list to see which clients have open questions or unread messages:

  1. Go to Clients, then click FILTER.
  2. In the Messages section, select your preferred option:
  • All: all accounts with at least one chat thread.
  • Active: all accounts with active chat threads.
  • Unread: all accounts with unread chat threads. If two or more team members participated in a chat, the thread is considered unread for those who haven’t read it.
  • Archived: all accounts that have archived chat threads.

3. Click APPLY.

Archiving and Reopening Chat Threads

Once you receive all the information you need from a client in a chat thread, archive or delete it. When you archive a chat thread, you still have access to it. However, if it still has incomplete tasks, clients won’t be able to view them on their dashboard.

To archive chat threads, click the three dots to the far right of the chat-thread name, click Archive, then click YES in the Archive Message Thread pop-up.

The chat thread is then moved from the Active to the Archived tab.

If you archive a chat thread but later discover you need it, reopen it.

  1. Go to the Messages tab in the client account profile, then open the Archived tab.
  2. Open the chat thread, click the three dots to the far right of the chat-thread name, then click Reopen.

In the Archived subtab of the Messages tab, you’ll see the following:

  • SUBJECT: the subject line.
  • DATE CREATED: when the chat thread was started.
  • LAST RESPONSE: when the last response to the chat thread was written and who wrote it.

By default, the thread list will display 25 thread titles per page. However, you can choose to view 50, 100, or 250 at a time. To change the number, click on Rows per page at the bottom left of the page.

Deleting Chat Threads

Unlike achived message threads, deleted ones cannot be restored. To remove a chat thread completely, follow these steps:

1. Click the three dots to the far right of the message-thread name, then click Delete.

2. Click Delete in the Delete Confirmation pop-up.

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