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Private Messaging

Community Manager
Community Manager

Happy Friday Tax Pro Community! 

Did you know the community has a private messaging feature? 

Private Messenger enables you to send private notes to other community members. Private Messenger has two big advantages over email:

  • You don't have to know the other member's email address to send the note. (Also, you don't have to reveal yours.)
  • You can read and send private messages without leaving the community, making it easy to a quick conversation with another community member.

To use the Private Messenger, you must be registered and signed in. You'll see a Private Message icon at the top of your page. If you have any new messages, you'll see the number of unread messages next to the envelope icon.

Click the message count or envelope icon to go to your Private Messages Inbox.

To send a private message:

  1. Sign in to the community.
  2. Click the message count or envelope icon to go to your Private Messages Inbox.
  3. Click Compose New Message.
  4. Enter the recipient's name in the Send to area.

    Note: Depending on your role in the community, you might be able to send a message to a group of users based on their role or rank in the community. If so, you can choose a role or a rank.
  5. Enter the subject for the message in the Message Subject area.
  6. Type the reply in the Message Body editor.
  7. Click Send Message.
    You can look for the messages you've sent in the Sent tab.

Check out the Community FAQ page for a more comprehensive guide to Private Messaging and other features available in your community!  


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