Recent Conversations (Client)

Recent Conversations include conversations between clients and their accounting office that have taken place through their portal. Drafts of messages which were started but not sent are saved automatically in Recent Conversations. All conversation threads are retained for documentation purposes.

Recent Conversations can be accessed multiple ways in your portal:

• From the Control Menu, click the Conversations icon. The number of unread messages will be shown in a small red circle.
  
  
  
• Using the left menu, select Conversations>Recent Conversations. The number of unread messages will be shown in parentheses. 

Recent Conversations are listed in the left panel of the Conversations page.

Advanced Search Filters

You may search Recent Conversations by using one or more of the Advanced Search filter options: Title, Select Date, or Search. More information on these filters is available below.

Title

To search by Title, enter the title or a keyword from the title and click the green Search button.

Select Date

You may search Recent Conversations by date or date range.

1. Click the calendar icon next to the Select Date field to select the desired date or date range.
   
   
   
2. The date or date range selected will be displayed in the lower right corner of the page. Click the Clear button to reset the date(s) selected.
3. Click the Apply button to set the date range.
4. Click the green Search button.
   
   

Action Options

The Action drop-down menu allows you to perform actions such as Mark as Read, Mark as Unread, Delete, and Archive. Select the desired conversations in the list and click on the Action. 



Click the Select All box to apply the action to all conversations. This select each conversation, indicated by the checkmark to the left of each message. To deselect a conversation, click on the box to remove the checkmark.

Filters

Recent Conversations may be filtered from the drop-down menu. The options in the Filter drop-down menu will vary depending on what your accounting office provides. The menu in the screenshot below includes All, the Accounting Office Name, Bookkeeping and Tax, since these are the services the accounting office is providing for this client.

Layout of a Conversation

When a Recent Conversation is opened, the conversation thread will display in the panel to the right of the Recent Conversations list.