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How to send a message from a job

This guide provides steps to send job‑related messages to agency, client, or supplier contacts directly from a job.

Step by Step Guide:

1. Navigate to JOBS > Jobs.

2. Select the Job No.

3. Click Activity, located at the top of the page.

4. Click Messages, from the activity drop-down box.

5. Click New Message.

Note - If messages already exist for the Job, users will see the list of messages and any replies. Otherwise, the system loads a New Message page.

6. Enter the following informtion.

  • To- Recipient Name
  • Subject- E-Mail Description
  • Message Box- Information that needs to be relayed

Note- You can also attach files to the message by clicking the FILES and Hyperlink icon at the top right-hand side of the page.

7. Click Send.

  • Messages sent to contacts within the agency will appear on the recipient's Messages page. Recipients will also get a notification message when logging in to the platform, alerting them that they have a new message.
  • Messages sent to client or supplier contacts are sent through an email link and are not required to have an Accountability login. External contacts can simply click on the secure link in the email to view the message and send a reply.