Overview

Learn how to send a message through the Messaging Module.

Send a New Message

Go to the Messaging Module.
Click Add in the upper right-hand corner.
To Staff: Begin to type in the name of the staff you are messaging.
- A box will appear with names of staff that match (Procentive is searching the Staff Module in your database).
Click on the correct name.
- The selected name will appear next to the field in a blue oval. If you've selected the wrong staff, use the X in the oval to remove this selection.
- You can add more than one recipient.

NOTE: You may have additional recipient options depending on which features you are using in your database.

Other Options:

Or staff group: If you have created staff groups in the Staff Groups Module, you will see these choices listed in the drop-down.
To Clients: If you have enabled the Client Portal Messaging feature, you will see this option.
1. Begin to type out the name of the client you are messaging.
  - A box will appear with the names of clients that match (Procentive is searching for clients that have been invited to Client Portal).
2. Click on the correct name.
  - If a message is sent to multiple clients, the client will NOT see any other client names.
To DIRECT contact: If you have enabled Direct Messaging, you will see this option.
1. Type the full address for the direct contact.
  - If a box appears with addresses that match, select the correct address (Procentive searches for direct messaging addresses that have been added into the Contacts Module).
  - If you see Your DIRECT address credentials are not valid..., you will need to validate your credentials in the Staff Module.