Send messages, files and mentions
Write and send messages, attach files, mention people and records, and retry a message that didn't send.
The message box at the bottom of every conversation has three buttons: attach a file, @ to mention someone or something, and send.
Send a message
- Open a conversation.
- Type in Write a message.... Press Shift+Enter for a new line.
- To add files, select the paperclip (Attach file) or drag files onto the message box.
- To mention someone or link a record, type @ and pick from the list.
- Press Enter, or select the send button.
You're done when your message appears on the right of the thread in a filled bubble.
Attach files
You can attach up to 10 files to one message, unless an admin has changed the limit in Settings › Chat. Each file shows as a chip above the message box with its name and size; select the x (Remove attachment) to take one off before sending.
Files upload when you send, and each chip shows Uploading… with its progress. If a file can't upload, its chip turns red with Didn't upload, nothing is sent and your message stays in the box. Remove the file or try again.
Every file shared in a conversation is listed under Files in the conversation's Details panel. Deliverables and contracts also belong on the project or client record, or in Files.
Mention people and records
Type @, or select the @ button (Mention a person or record), then keep typing a name. People appear first. After two or more letters, matching Projects, Tasks, Contacts, Deals, Tickets, Invoices and Files appear too.
People show as @Name and are notified. Records show as an underlined link that opens the record, but only for people who are already allowed to see it. Mentioning a record never gives anyone new access.
If a message doesn't send
A message on its way shows Sending…. If it can't be sent, it stays in the thread, dimmed, with the reason and a Retry button. Your text is kept. Fix the cause, such as being offline or signed out, then select Retry. Retrying never posts the message twice.
Good to know
- Messages can be up to 8,000 characters, unless an admin has set a different limit. A counter appears near the limit.
- A message always goes to the conversation you were in when you pressed send, even if you switch chats while a file uploads.
- Clients don't have the @ button or record search in the portal.
- If the paperclip is missing, chat attachments are turned off for your workspace in Settings › Chat.