Marginal Improvements

Messages

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Messages lets you chat with clients directly from Backstage without switching to another app. Message a client from their profile or the Messages page, and jump straight to their details from inside any conversation.

Messaging clients

Start a conversation with any client directly from Messages, or from their profile.

How do I start a conversation?

1.Go to Messages in the sidebar
2.Select the compose icon
3.Search for a client and select them
4.Type your message and send it

Can I message from a client’s profile instead?

Yes, open the client and select the message icon in their profile to jump straight into your conversation with them.

You can attach an image to any message, and search within a conversation using the search icon in the thread.

Viewing client details from a conversation

Open a client’s info without leaving the conversation.

How do I open it?

1.Open a conversation in Messages
2.Select the overflow menu, then Client details

What is in there?

Info, Media, Links, and Files tabs for everything shared in that conversation, plus a View client button to open their full profile.

From the same overflow menu you can also delete the chat if you need to start fresh.

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