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Viewing Messages in Your Inbox

Send a Message to a Service Provider

Depending on your Service Provider this feature may or may not be available. Please contact your Service Provider if you have any questions.

  1. Click the Inbox tile on your home screen.
  2. Click Start a New Discussion.
  3. Select who the message is To.
  4. Enter a Subject.
  5. Enter a Message.
  6. Click Send.

View Messages in Your Inbox

  1. Click the Inbox tile on your home screen.
  2. In the Your Messages list scroll down to view your messages.

You can also filter your messages if required. For more information on how to filter visit Filter messages in your Inbox.

You can view details of a specific event from your Inbox History by clicking on the clock icon next to the Inbox message.

View a Specific Message

  1. Click the Inbox tile on your home screen.
  2. Click the Message you want to view from the Your Messages list. If you cannot see the message you are looking for please modify the Inbox Options (see Filter messages in your Inbox for more information).

Once you have opened the message you are able to reply from the Discussion page (see Reply to this Message).

Reply to a Message

Depending on your Service Provider this feature may or may not be available. Please contact your Service Provider if you have any questions.

  1. Click the Inbox time on your home screen.
  2. Click the Message you want to reply to from the Your Messages list. If you cannot see the message you are looking for please modify the Inbox Options (see Filter messages in your Inbox for more information).
  3. Click Reply to this Message.
  4. In the Message field type a reply.
  5. Click Send.

Complete a Document

If you need help completing a Document in ClientConnect click here.

Filter Messages in Your Inbox

You can use a variety of filters to narrow down which messages are visible in Your Messages. The following filters are available:

  • Service
  • Type
  • Date Range
  • Order By (Newest on Top or Oldest on Top)

To apply one or more filters to your Your Messages:

  1. Click the Inbox tile on your home screen.
  2. Click Show Inbox Options.
  3. Choose the filters you want to implement.
  4. and click Filter.

Updated on November 29, 2019

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