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View Client Contact on Web Portal

View Client Contact on Web Portal

Owned by Silas Canning (Unlicensed)
Sept 04, 2024

Messages sent to and received from clients in MoveClient and MovePartner are displayed in several modules in Moveware:

  • Messaging tab of Web Portal

  • Diary tab of Jobs

  • Contact tab of Customer Management module (MovePartner only).

To view client contact:

  1. In the main menu navigate to the Diary or Contact tab described above.

  2. A history of client correspondence is displayed.

  3. Select a message to view the details in the Additional Notes section at the bottom of the tab.

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