Send messages to team members and policyholders via the Customer Portal

  1. Within a job, select the Inventory tab.
  2. Click . You will be taken to the associated ClaimXperience project.
  3. Under General Collaboration, select the Messages tab.
  4. Click the  in the bottom right-hand corner of the page.
  5. Select your recipient(s).
  1. Type your message in the text box.
  2. Click .

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