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Inbox

Message clients from a request

Ask questions and keep client replies attached to the correct document request.

Each request can have its own client conversation.

Send a message from a request

  1. Open a sent or in-progress request.
  2. Find the Client conversation card.
  3. Write your message.
  4. Click the send button.

The client sees the message inside their request link. If the request has a contact email, CrankHQ also sends a message notification email. To avoid duplicate emails, notifications are limited for repeated messages in a short period.

Open the full conversation

If a conversation already exists, click Open conversation to view the thread in the Inbox.

Reply from the Inbox

  1. Go to Inbox.
  2. Select a conversation from the list.
  3. Write your reply.
  4. Click Send.

Client replies

Clients use the Need help? button in the portal to send messages. Their messages appear in the Inbox and remain tied to that request.