To find previous or current messages sent to a Client, Team, or another Realtor in REALM, follow these steps:
- Click on the Chat bubble
in the top right of the REALM Menu.
- All Chats will appear on the left side of the window, sorted by most recent to oldest.
- Click on the chat you wish to review or use the Search bar at the top of the list to locate a specific contact's chat(s).
- You can also view chats by the Contact Type by choosing Clients, Members, or Teams.
- You will see a complete history of communications with your clients, other realtors, and Teams. Chats are available in this tab until you choose to delete the conversation.
- Clicking on the Kabob Menu
in the top right corner of individual chats will provide additional options for managing the conversation.
TIP: You can also access a client's chat history in their Contact Card by clicking on the Chats heading.