Managing Messages
View Incoming Messages
The columns show the name of the person who sent the message, whether they are a lead or contact, the text of the message, and the date/time that the message was sent.
View Full Message
There is a little eye icon next to text in the body that when clicked will open up a dialog to view the full message. This is useful if the message is too long to fit in the list view.
Searching
Mark as Read
Viewing Lead
View Message History
You can see each message ordered with the most recent at the top to the oldest at the bottom.
Filtering
- Agents – You can select to filter by the messages sent by the agent associated with lead/contact.
- Contacts – You can select to filter by the messages sent by the contact associated with the lead/contact.
- Phone Number – Single – You can type in your own phone number to filter the list to show only messages that match that phone number.
- Bulk SMS – You can filter the list by multiple phone numbers that you specify.
Start/End Date – Specify a start and end date to filter the list by any message that was sent in that date range.
SMS Status – Select to choose to filter to show only “Failed To Send” or “Success” messages.
Search – Type in a word or part of a word to search for that word in the text of the message.
Once you have entered your filter parameters then you click the “Apply Filters” button to filter the list.
If you want to start over or want to see the full list again, click the “Clear Filters” button.
Other Notes
The number that the text message is sent from is whatever phone number is set up for the current user that is logged in. This is set up in the backend in the Users record.
