Comms
Team and client collaboration and communication
- How to lock and unlock the client portalClose the client portal for maintenance, reopen it, or keep just one project out.
- How Comms worksRooms and who is in them, writing to your client, records in the thread, selection boards, Needs you, and what your client sees.
- The client portalWho can see each project, how much of it, one person seeing less, previewing as a client, one client across projects, and every client at once.
- Comms tips and tricksSmall habits that make Comms work better for you and your clients.
- Troubleshooting CommsCommon Comms and client portal problems and how to fix them.