Direct project cast, crew, stakeholder and location communicatio
Note: Professional Feature. To use this feature you should be subscribed to one of our “Professional Feature Set” plans.
Step 1: On Stakeholders, Cast, Crew and Location list screens you will find “Send Email” button. Clicking this will start an email draft to all the Stakeholders on your list. You can remove or add additional recipients from your project Stakeholders, Cast, Crew and Location.
What happens next: Once you click “Send Message” an email will be sent and logged on your Message Centre.
Step 2: You can track all outgoing direct messages from your Message Centre. You will find your Message Centre from your Project drop-down menu once at least one direct email has been sent out.
Here you can reply or add additional messages and files to the conversation. Email recipient replying to these will also be logged here. You will be notified if we receive an email reply to your thread.
Tip: To receive these notifications please have your email notifications enabled from your Account screen.
Tip: If your project Message Centre is empty it will not appear within your menu. Once you have sent a communication out this screen will be available to you through the “Project” drop-down menu or the “Send Email” popup. (Note the “Show Message History” button at the base of the popup. Again only visible is Message History available)
Getting your Investors or Clients involved
Step 1: If you would like to give first-hand accesses to your investors or clients simply set-up an account for them with Client level accesses. Then add them to the project you would like them to see.
Client level accesses in essence a read only crew account. This user will not be able to edit the project or view financials within a project.