Messaging and Chatroom

Messaging and Chatroom

Strata Managers can exchange messages with other Strata Organisation employees and Building Contacts for their managed buildings. 

Contents

• Sending Messages
• Receiving and Replying to Messages
• Filter Messages 

Sending Messages 

Strata Managers can choose from a few options for sending messages within the Portal. 

Messages are linked to the Plan Number and address of a Building, so that it's easy to keep track of all communications for Jobs.

When creating a new message, Strata Managers can select internal and external contacts and then add or delete them from the chat later on if necessary.

One way to send a message is from list view of the Documents, Levies, Invoice and Insurance Policy pages. 

On the list view of the page, click the three dots on the right of the row and select 'Message users'.



When the 'Message users' window opens, Strata Managers can open a chat with selected users and contacts about the document or invoice.

The Building address and file name will be pre-filled. Users can also select the contacts under 'Members' to select who to share the files with.

Enter the message, then click 'Create new chat' to send the message. 

A second way to message stakeholders is on the preview page.

Search for the relevant file then click anywhere on row.

When the page opens, click 'Message'.

The 'Message' window will open. Follow the instructions above to open a chat with stakeholders about the document or invoice.

Messages Icon
 

A third way to send messages in app is through Messages.

Click the Messages icon on the toolbar to open a chat. The Messages page will slide over showing all recent messages in chatrooms with selected contacts.

Click the '+' icon to open a new chat or select a chatroom from the list to add a new message.

When the chat window opens, select the building by address or plan number 

Select the 'chat type'

Enter the 'subject'

Under 'members', select contacts to share the file with 

Enter the message, then click 'Create new chat' to send the message. 

Receiving and Replying to Messages

Strata Managers will be notified of new messages based on their notification settings. New messages can be read and responded to directly from the email notification or by clicking the link to view the message in the portal.

New messages can also be checked by clicking the Messages icon on the toolbar.

On the Messages page, all recent messages in chatrooms with selected contacts will be shown. Click any message on the list to view the chatroom and continue chatting.

To archive a chat, click the three dots on the right corner of the thread. 

Switch the toggle for 'Archived' to the right to view all archived chats. 

Any chat can be unarchived by clicking the three dots and selecting 'Unarchived' from the dropdown.

This will restore the chat to the main page where new messages can be added to the thread.

 

To edit, delete or copy a message that's already been sent, hover the mouse over the message, then right click. Select the appropriate action from the dropdown.

Click 'edit' to make changes to the message. Once done click the upload icon (up arrow) to send the update message.

Click the delete to remove the message from the chat. When the pop-up appears to confirm, click 'Delete' to confirm the action. 


Note: If a message has been edited or deleted, the action will be recorded in the chat thread. 

Strata Managers and other contacts can also respond to chats by email. All replies will be updated in the chatroom of the portal. 

Messages are automatically marked as 'Read' when they are viewed, but Strata Managers have the option to bulk mark messages as read. To do this, click on the checkboxes on the left to select specific messages or select all by clicking the check box on the top left below the search bar. Once the messages have been selected, click the 'Mark All as Read' button. 

Filter Messages

Strata Managers can filter chats on the Messages page to find relevant conversations.

To filter chats:

Click the ‘Filters’ button on the Search Bar. 

Search for or select one or more of the following filters:

• ‘Plan Number’ - Filters chats by a specific Plan Number or building address
• ‘Member’ - Filters chats by a specific member included in the conversation
• ‘Subject Type’ - Filters chats by the subject type associated with the conversation
• ‘Job’ - Filters chats by the title or ID of a specific Job

Apply the required filters to refine the chats displayed on the Messages page.

Multiple filters can be used together to further refine the results.

Strata Managers should contact us with any further questions regarding this process.