Send a Private Message to a Care Team Member

Chatter messages let you have secure private conversations with other Chatter users who are also members of the care team. You can also use messages to notify people when a file has been shared with them. Messages don’t appear in your feed, your profile, global search results, or any other part of Chatter that’s publicly visible.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Your messages are organized into conversations, with each conversation defined by the combination of people participating in it. For example, you send a message to Sally Smith. When Sally replies, her message continues your one-on-one conversation. Each new message you send to Sally—even if it’s about a different topic—also continues the same conversation. Over time, you build a rich conversation history with Sally that contains every message you’ve exchanged with her.

Start the message from one of these locations.
- Click Private Message on the care team member’s profile card in the care team view.
- Click a person’s name anywhere in Chatter to view the profile, and then click Send a message.
Sharing a file with people is another way to send a Chatter message. When you share a file, a message is sent to the recipients.
If you started in the Send a Message dialog box, you can add people’s names to the recipient list. Type a name in the To field and click the name to select it. Add more people to the conversation by entering more names.
If you’re replying within a conversation or via email, the conversation participants can’t be changed.
Write your message. Messages can be up to 10,000 characters.
Submit your message using the appropriate method.
- In the Send a Message dialog box, click Send.
- If you’re replying within a conversation, click Reply (or Reply All if the conversation involves multiple recipients).
- If you’re replying via email, use the Send option in your email application.