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How do I send chat messages in the Customer Portal?

This article will outline how to send notifications within the Customer Portal.

All customers with Portal access will be able to complete this action.

To locate your Orders:

  1. On the left side of the screen, navigate to the Orders Module

To send a chat message:

    1. Ensure you are on the Orders list
    2. From the Orders list, click on the Order of which you wish to send a message
    3. The Order details will open up in a new page
    4. On the left side of the screen, there is an Activity section

      This will record updates that have been made to the Order, and also acts as a chat
    5. To send a chat message click the text box under "REPLY"
    6. Type a message in the text box with the information you would like to send
    7. Hit enter on your keyboard to send the message

 

If you're looking for a more visual explanation on this, check out the video below!