Team Messaging: Reference Clients

This convenient feature allows you to add a reference to a client in a message. 

1. Click the Team Messaging icon from the top menu bar.

   

2. Navigate to the appropriate channel by selecting it from the list on the left.
3. While typing the message, type # and start typing the client's name or ID. 
4. This will produce a clickable link to that client's profile in the message.