You can message your client account team to provide updates, share documents, raise issues or ask questions.
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Message threads
You can see all messages with your organisation by clicking 'All messages' on your Homepage or navigating to 'Activities' > 'Message threads' from the navigation bar.
Message threads allows you to view and respond to your messages.
- Use the search bar to find a particular message thread.
- Choose 'All' to see all messages with your organisation or choose 'My messages' to see only message threads that you are a participant on.
- Sort by latest/oldest message.
- See how many messages have been sent per thread.
- See who sent the last message (yellow marker is you or a colleague, teal is your client) and the time they sent it.
Use the filtering options on the left to filter by:
- Participant: View messages sent to a specific member of your team.
- Status: View either open or closed message threads.
- Message on: View account messages or messages sent on Opportunities.
- Last message by: View message threads where the latest response is from a member of your supplier team or a client.
TIP! Use this filter to quickly find messages from your client that you need to respond to.
Sending a message
1. From your Homepage, on the left under 'Useful links' click 'Message [your client] Account team'.
2. Alternatively, from your Company Profile, navigate to the Account Management section, open the Direct Messages module and click 'Start new thread'.
3. Choose which of your colleagues on the supplier team and which members of your client account team should be included as 'Participants' on the thread. This means that they will receive an email notification each time a new message is sent on the thread.
Note: You don't need to add yourself as you will automatically be added as a participant once you send the message.
4. Complete the message fields and upload any relevant documents, click 'Send message'. You will be taken to your Communications Hub.
Responding to a message
Any time a new message is sent on a thread that you are a part of, you will get an email that notifies you.
You can respond to any message on IAND by clicking reply on the open message thread. You can find your existing messages either in your Communications hub or directly on your Company Profile.
Closing out a thread
Once your update has been acknowledged or question answered, you can close out a messaging thread. Open the message and click 'Close thread' in the top right.
