Messages
Short answer: Messages keeps your firm’s message records — investors see only their own.
Messages keeps your firm’s message records — investors see only their own.
- What’s recorded: Investor, Subject, Message, Direction
- Steps: New → Read. The database only allows these moves.
- Investors can create these from their portal.
- Investors can: New → Read.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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