BizCRM App

Step-by-Step Guide: Configuring Chat and Notification Preferences in Message Settings

STEP 1: Click on "Message Settings"

  • Navigate to the Message Settings section.
  • Review the options available:
    • Allow chat between client and employees? (Checkbox)
    • Allow chat between client and admin? (Checkbox)
    • Send Sound Notification Alert (Dropdown: options include "Yes" and "No")
  • Ensure to select your preferences before proceeding.
  • Click Save to apply your changes.
  • Next, click on Allow chat between client and employees? to continue.

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STEP 3: Click on "Allow chat between client and employees?"

  • Locate the checkbox labeled "Allow chat between client and employees?" in the Message Settings section.
  • Click on the checkbox to enable or disable the chat feature.
  • Ensure that any additional settings, such as "Send Sound Notification Alert," are configured as desired.
  • After making your selection, remember to click the "Save" button to apply the changes.

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STEP 6: Click on "Allow chat between client and admin?"

  • Navigate to the Message Settings section.
  • Locate the option Allow chat between client and admin?.
  • Click on the checkbox to enable or disable this setting.
  • Ensure that you review the options below:
    • All: Allows all users to chat with the client.
    • Only project members can chat with client: Restricts chat to project members only.
  • Proceed to the next step by clicking on Send Sound Notification Alert.

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STEP 8: Click on "Send Sound Notification Alert"

  • Locate the "Send Sound Notification Alert" option in the Message Settings.
  • Click on the dropdown menu to select either "No" or "Yes" for sound notifications.
  • Ensure your choice aligns with your notification preferences.
  • After making your selection, proceed to the next step by clicking on "Save" to apply the changes.

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STEP 9: Click on "Save" to Finalize Message Settings

  • Ensure all desired settings are configured (e.g., chat permissions, sound notifications).
  • Locate the "Save" button highlighted in the interface.
  • Click the "Save" button to apply your changes.
  • Confirm that a success message appears, indicating your settings have been saved successfully.

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