What this page is for
Messages puts every customer conversation in one list: WhatsApp, texts (SMS) and messages from the customer page. Open it from Messages in the menu. A red number shows how many are unread.
Screenshot: The Messages page in Trade Sure
Do the common things
Read and reply
- Open Messages and click a conversation.
- Type in the reply box. The reply goes by the same route the customer used.
- Click send.
Send a new text
- Open the client's conversation.
- Type in Send text and send.
- A text can be up to 459 characters. Long texts count as more than one.
Find a conversation
- Pick a client in the list on the left.
- To start a new conversation, open the client record and click Messages.
What you need to know
- If a client replies STOP, texts to them are refused until they reply START.
- A client's phone number must have SMS allowed on the client record.
- Messages need the Customer comms module.
If something looks wrong
- A message shows as failed: check the phone number, and check the client did not reply STOP.
- Nothing arrives: see the SMS and WhatsApp guides for how to connect each one.
- The unread number will not go down: open each unread conversation once.