To send a secure message:
- Open the customer page to which you want to send a security message
- In the Send section, select Secure messages
- Add a new secure message
- Type the recipient's email or use quick add +
- Enter the recipient's mobile phone number
- If you allow the recipient to reply to the message, leave the option Allow replying to the message
- Add a cover letter if you want (you can also use text templates here)
N.B! Do not include sensitive information to the email note.
- Add text and/or attachment
- Save and send
Good to know
The recipient can reply to a secure message if you allow them to reply. You can read the possible answer in the same place, under the original message.
If you have email and/or SMS notifications enabled (from your user profile), you will be notified when the recipient reads a secure message and if the recipient replies to your message.
The administrator can adjust how long the security message can be read after opening from the platform settings. Settings -> External visibility settings