To request a meeting with a firm employee,
- Click the plus sign icon at the bottom of the screen.
- Select the Recipient and choose Request a Meeting for 'Select Task'.
- Type in a Subject and a quick Message
- Click Send and the Task appears on your Open Tasks.
- If the recipient responds to you, you will receive a push notification that looks similar to the one below.
- Click on the notification to go to the app and respond to the firm employee.