Send notes directly from an order in Anow, into your client's e-mail inbox and Client Access portal!
On the Appraisal Details page for an order that was placed through the Anow Connect Order Form, you will see something a little bit different under Notes & Messages... Send note to Connected Client.
If you check off the box next to Send note to Connected Client then add a note or message into this section, your client will be able to see that message when they login to their Client Access portal.
Here's an example of a message being added to the Details page for an appraisal ordered from a Connected Client:
Once the message or note has been added, the client will get an e-mail notification letting them know:
The client can login to the Client Access portal and click on an appraisal to see any notes associated with that order. Here's a preview of what the client will see when they check their messages on an order:
Bonus: The Shared Notes feature works the other way around too! Connected Clients can send/reply to messages directly from their portal, and you will be able to see those messages on the Anow Details page for the appraisal ordered.