Message Settings Overview

What is  Message Settings?

Message Settings control how communication occurs within CRM LEAF, particularly between project teams and clients. These settings help manage chat accessibility and notification preferences.

Available Options

Setting Description
All Allow all users to chat freely, including clients.
Only project members can chat with client Restrict client chat access to assigned project members only.
Send Sound Notification Alert Enable or disable audible alerts for new messages.

Quick Actions – Message Settings

Action How To
Configure Chat Access Toggle between “All” or “Only project members” in Settings > Message Settings.
Enable/Disable Sound Alerts Check or uncheck the “Send Sound Notification Alert” option to manage sound notifications.

FAQ – Message Settings

Q: Can I restrict clients to chat only with their project team?
A: Yes, enable the “Only project members can chat with client” option to limit client communication.
Q: Will I hear a sound alert for every new message?
A: Only if the “Send Sound Notification Alert” setting is enabled.