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Published on April 30, 2025

why Cloud now: chat and notes

Real estate agent communication interface showing contact management and message history between agents

overview of darwin.Cloud's chat and notes features for enhanced team communication, improved collaboration, and streamlined coordination.

key takeaways

  • darwin.Cloud now offers live messaging (chat) and extensive note-taking capabilities
  • chat allows text messaging with anyone who has a mobile number in darwin.Cloud, saving conversations within the system
  • notes provide organized, limitless note-taking on transactions, vouchers, and bank deposits
  • both features are available on property, people, and accounting screens, with security settings to control access

topics

chat functionality

  • enables text messaging from darwin to any mobile number in the system
  • messages are saved within darwin for audit purposes
  • two modes: "chat about" (linked to records) and "just chat" (general conversations)
  • accessible from property, people, and accounting screens via chat bubble icon
  • universal chat screen shows all conversations with links to records

notes feature

  • allows unlimited note-taking on transactions, vouchers, and bank deposits
  • notes are permanent and cannot be edited or deleted
  • accessible alongside chat on relevant screens

security and access

  • chat and notes can be enabled or disabled by role
  • all users with access can view chats and notes for transparency
  • chats and notes are kept indefinitely for record-keeping

mobile integration

  • recipients receive messages as standard text messages
  • can reply directly from their phone without logging into darwin
  • mobile interface allows viewing and continuing conversations without login

practical application

  • use case: bank reconciliation and tracking unknown transactions
  • use chat to query about unidentified deposits or withdrawals
  • create temporary journal entries with "ask my accountant" category
  • leverage chat to follow up on unanswered queries

next steps

  • attend follow-up training session tomorrow at 2 pm et
  • start using chat and notes features in daily operations
  • ensure security settings are configured for your organization
  • explore using chat to improve communication and documentation in accounting

watch this short video to learn more:

ready to evolve?

request a demo or learn more about the power of darwin.Cloud