Reply to and resolve a Client portal Query

Before you start: You need active Client portal access to the organisation that owns the Query.

Reply to a Query

1. Select Queries and open the Query.
2. Review the message history, then enter your reply in the composer.
3. Select Send message.

Resolve or re-open the Query

1. Select Mark as resolved when no further response is needed.
2. Open the resolved Query and select Re-open when the discussion needs to continue.

What happens next

A reply updates the conversation for the Firm. Resolved Queries move under Resolved; re-opened Queries return to the active list.

Related

• Create a Query in the Client portal
• Get around the Client portal