Sending Messages

The Messages feature in Elotree is a convenient way to correspond with team members and clients.

1. To send a message, click on “Messages” on the left sidebar menu.
2. Once on the Messages page, select a conversation from the list on the left side of the page to continue an existing conversation.
3. To start a new conversation, click on the “New Conversation” button on the top right corner of the page.

4. On the “New Conversation” pop-up window, select whether the message is for a client or an employee.
5. Choose the recipient from the drop-down options.
6. Enter the message in the “Message” box.
7. Attach any applicable file(s) under the “Add Files” section.
8. Click the “Send” button at the bottom right corner of the pop-up to send the message.