Hi Sherry - I know this post is a couple of years old at this point but was just curious if you found any sort of solution in QB for this? Was looking for a similar solution and came across your post.
Hi Carlos,
I like Mark's idea for using Pipelines. I do have a non-pipeline alternative as well.
I have an app where property owners can list their rentals and traveling caregivers can search, favorite and communicate with the property owners (think a Quickbase version of AirBnB). The messaging is set up with table to table relationships and using the "add record" button in the recursive relationship to reply to a message - changing the field/button label to "Reply to This Message". Listings have Messages and Messages have Messages (Replies). The messages and replies are all related to the listing, so you can group by the listing/sort by the message date and see the messages in a conversation view. There are notifications that send the email to the addresses in the to and Cc field. Roles/permissions limit owners and caregivers to only be able to view messages where they are either the From, To, or Cc, and only modify messages where they are the From.
