Messaging Participants

Surefront offers communication controls in customer workspaces. Available recipients and message actions depend on the workspace and your role.

  • Notify Participants: where shown, enter a message and choose the intended participants. Review recipients before sending; this action may not be available in every quote.
  • Chat or comments: use the conversation area on the relevant project, quote, or order. Mention a teammate when the control supports it and when that person needs to act.

Keep customer-facing messages in the correct workspace and avoid placing internal instructions in a participant-visible conversation. Confirm the audience indicator before sending.

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