Messages (Basic): View, Archive, Delete

pro

This page is for TaxDome Pro users. Switch tabs above to view the TaxDome Lite version.

TaxDome gives you lots of tools to manage and keep track of your clients’ 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 a client will receive a notification in their Inbox+ and email whenever that client creates a new chat thread, replies to a chat 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 name or the Go to... link.

tip

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

View and reply to a client’s chat by going to Messages in their client account profile. Chats are sorted chronologically by the most recent. All unread threads have a green badge indicating the number of unread messages. You can also see the status of client tasks inside each thread. In the Messages tab, all exchanges and actions happen in real time, like on Slack or when you’re texting. Click on the thread to view it.

Inside message threads, you can do the following: 

  • Communicate with clients by typing in the chat field.
  • Send a message by hitting ctrl+enter on Windows (cmd+enter on Mac).
  • View and download client-uploaded files.
  • Add, view, download and delete firm-uploaded files.
  • Add, review and check off client tasks.

When you receive a response from a client whose account includes other users— two or more contacts who have Login toggled on—you’ll always know who is responding inside the chat thread.

  • If their email is linked to a contact, their name is displayed in the chat thread.
  • If their email isn’t linked, their email address is displayed in the chat thread.

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Note: If you try to leave the Messages page without clicking Send , you’ll see a warning. Click Cancel in the alert pop-up, then send. Don’t select Prevent this page from creating additional dialogs—unless you want to stop seeing this alert.

Seeing All Chats for a Client Account

To view all chat threads for a client account, go to Clients, select the account, then open the Messages tab. The circle displayed to the right of Messages tab shows how many unread chats the account has. 

All messages for that client account are stored 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 indicating the number of unread messages.

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

Seeing Which Chats Have Been Received and 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 users linked to the account, this indicates that at least one 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 the option you prefer:
  • All: all accounts with at least one chat thread
  • Active: all accounts with active chat threads
  • Unread: all accounts with unread chat threads (if several members were part of the chat, the thread shows up as unread to those who haven’t yet 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 to avoid clutter. 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, a 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 permanently remove a chat thread, 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 is for TaxDome Lite users. Switch tabs above to view the TaxDome Pro version.

TaxDome gives you lots of tools to manage and keep track of your clients’ 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’ll receive a notification in your Inbox+ and email whenever a 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 name 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 indicating the number of unread messages. In the Messages tab, all exchanges and actions happen in real time, like on Slack or when you’re texting. Click on the thread to view it.

Inside message threads, you can do the following: 

  • Communicate with a client in real time by typing in the chat field. 
  • Send a message by hitting ctrl+enter on Windows (cmd+enter on Mac).
  • View and download client-uploaded files.
  • Add, view, download and delete firm-uploaded files.

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

  • If their email is linked to a contact, their name is displayed.
  • If their email isn’t linked, their email address is displayed.

tip

Note: If you try to leave the Messages page without clicking Send , you’ll see a warning. Click Cancel in the alert pop-up, then send. Don’t select the Prevent this page from creating additional dialogs—unless you want to stop seeing this alert.

Seeing All Chats for a Client Account

To view all chat threads for an account, go to Clients, select the account, then open the Messages tab. The circle displayed to the right of Messages tab shows how many unread chats the account has. 

All messages for that client account are stored 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 indicating the number of unread messages.

Go to Clients to find out whether a client has any unread or pending messages for their account, then click the unread or active tag to jump to the Messages tab for their account.

Seeing Which Chats Have Been Received and 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 user of the account, this indicates that at least one 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 Messages, select the option you prefer:
  • All: all accounts with at least one chat thread
  • Active: all accounts with active chat threads
  • Unread: all accounts with unread chat threads (if several members were part of the chat, the thread shows up as unread to those who haven’t yet 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 to avoid clutter. 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 displays 25 threads 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 permanently remove a chat thread, 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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