💬 Editing or Deleting Messages in Client Hub Conversations

Need to make a quick correction or remove a message you sent? Client Hub makes it easy to edit or delete your own messages in the Conversations panel.

🖊️ To Edit a Message:

1. Hover over the message you want to change.
2. Click the actions icon (⋯) to the left of the message.
3. Select Edit from the dropdown menu.
4. Make your changes.
5. Click Save to update the message.

🗑️ To Delete a Message:

1. Hover over the message you'd like to remove.
2. Click the actions icon (⋯) to the left of the message.
3. Select Delete from the dropdown menu.

♻️ Restoring Deleted Messages (Firm Users Only):

Firm Users can restore their own deleted messages from the Conversations panel.

1. Click the Restore option that appears after deleting a message.
2. The message will reappear in the conversation thread.

👉 Permissions:

• Firm Users can edit, delete, and restore their own messages.
• Client Users can edit and delete their own messages, but cannot restore deleted messages — including messages deleted by Firm Users.

That’s it! Editing and deleting messages helps you keep conversations clear and accurate.