CHATROOM
Type is "chat to client" or "comment" on Policy/Claim/Quotation
Tue, 12 Feb, 2019 at 3:44 PM
To start a chat with a client, go to "Portfolio Overview" > " Client" > "Select client" > "Send a message" ...
Tue, 12 Feb, 2019 at 3:44 PM
The chat stays in the system infinitely.
Tue, 12 Feb, 2019 at 3:47 PM
Yes. You can delete parts of the thread.
Tue, 12 Feb, 2019 at 3:48 PM
You can access the chatroom via your mobile browser ie Safari, Chrome etc.
Tue, 12 Feb, 2019 at 3:50 PM
Learn how you can chat with your Members via the app and CRM. https://www.youtube.com/watch?v=2CaN7enS8vI My Insurer Private Lim...
Fri, 23 Jul, 2021 at 1:14 PM
Discover how you can interact with your members through the portal and Wellnex app. https://www.youtube.com/watch?v=2CaN7enS8vI ...
Fri, 23 Jul, 2021 at 3:57 PM