Two-Way Texting
Is there a simple way to mark all of our unread text messages as read?
Yes, anytime there is more than 1 unread message you can click on the “Mark all as Read” () button on the Text Message Chat page.
What if I open a text message that was meant for someone else and want to mark is as "unread"?
You can mark an incoming text message as “Unread”. Click on the eyeball icon in the top right-hand corner to mark the most recent text message as unread. If any previous text message needs to be marked as unread, click on the message, and in the ...
Away messages
You can automatically respond to incoming text messages while you’re away through a scheduled away message or manually. This feature is only available with the two-way texting feature. In order to configure an away message schedule, click on the ...
Texting with "non-clients"
Texting non-clients: Click the “Text Non-Client” button from the text message chat window. Enter the mobile number and click the Start Chat button to open a new window and begin texting. Receiving text messages from non-clients: When a non-client ...
Dissociating a phone number from an account
The drop-down is more like an index of all the numbers used within that text message chain. The only way an associated number will be sent a text message is if it was manually selected from the drop-down. As a reminder, our system automatically uses ...
Sending a two-way text message
Click on the Direct Messages tab on the navigation bar. Then select Text Message Chat. Remember that you can also send a text message directly from the Retention Calendar by clicking on the mobile phone icon () to the left of the client name. Search ...