We’re enhancing the chat functionality and permission management to make client communication more flexible and secure. With this update, users can create personalized one-on-one chats, manage group discussions, assign clients to staff, and configure batch emails. Plus, new permission settings will ensure that only authorized team members can access specific client data.

What this update will include:

One-on-one chat with clients
Staff can now directly chat with clients in private, secure conversations for better communication.

Group chat creation
Create group chats for team discussions or specific client projects. Multiple team members can collaborate seamlessly in one space.

Client assignments
Assign clients to specific staff members for more efficient management and communication.

Batch email configuration
Send personalized batch emails to clients or staff members based on their tasks, activities, or project status.

Custom permission levels
Define permission levels for staff, ensuring they can only see the clients assigned to them, while hiding others.

Staff client visibility
Staff can now have controlled access, seeing only the clients they are assigned to while keeping other clients confidential.

Streamlined communication management
Organize communication flow by separating team, client, and task-related messages, enhancing efficiency and clarity.