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Portal, branding and communication

Secure messages with clients

Talk to a client inside EasyHaus instead of by email: one thread per client, with attachments from their shared documents.

  • Updated
  • For managers

Who can do this: Owners, admins and managers write; viewers read

How it works

Clients write to you from their portal. Open Messages to see the conversations, filter by status or by client, and reply. Unread conversations are marked, and the count shows in the navigation.

  • Each conversation belongs to one client.
  • Messages are plain text, up to 10,000 characters. Press Ctrl+Enter or ⌘+Enter to send.
  • Attach documents that belong to that client and are shared with them. Clients cannot attach files.
  • Close a conversation when it is done. The client's next reply reopens it.

Email

Email only announces a message. It goes to the client, or to the assigned manager, or to the owners and admins when none is assigned, at most once per conversation and person per hour. The message itself stays in EasyHaus.

Privacy and limits

  • Clients can send up to 30 messages an hour.
  • Erasing a client deletes their conversations, and data exports include them.
  • You can be notified in your own systems with the message.received webhook. See Webhooks.

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