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How to Use Rep Communication on a Case

The Rep Communication section on a case detail page lets you send messages directly to the vendor rep assigned to that case, and see the full message history in one place. No need to go back and forth through email.

Where to Find It

Rep Communication appears as a card on the case detail view in the Vendors tab. If it's collapsed, tap the chevron (∨) in the top-right corner to expand it. A number badge next to the title shows how many messages have been sent on the case.

How to Send a Message

Tap the text field at the top of the section that says "Type your message here," type your message, then tap Send Message. Your message will appear in the thread immediately. The vendor rep will also receive an email alert.

Reading the Message Thread

Messages appear in chronological order, oldest at the bottom and newest at the top of the thread. Each message shows the sender's name and a timestamp.

Your messages appear with a green background. These are messages you sent.

Messages from others, such as the vendor rep or another team member, appear with a gray background.

This color difference makes it easy to follow the back-and-forth at a glance without needing to read every sender name.




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