The Message Center, available after adding Two Way Texting, is a live feature that actively sends and receives Text Messages from clients, leads, and resources.
User Rights for the Message Center
Before you can see the Message Center, you'll need to enable the right for your User Role.
- Go to Settings > User Role & Rights > (role) > CRM tab.
- Under the "Text Messages" column, select the checkbox next to "View Message Center".
Once enabled, the Message Center is available from the CRM tab in the navigation bar.
Note: "Remove Text Message Feed" allows users to hide text messages in the Message Center. This does not un-send the message or permanently delete it. Messages will reappear in the message center when a new text is received or sent.
The New Message Center
The New Message Center updates in real-time and displays messages as they're received and sent. This is a live feature, which means marking a message as read or removing a thread will affect all users. This is important to note when there are multiple resources running the Message Center.
On the left side of the screen, select the Received tab to view recently received messages from clients, leads, and resources. Select the Sent tab to view recently sent messages.
A green dot on the left side of a message means it’s unread. A red badge next to the Received tab also displays the number of unread messages. Responses are automatically marked as read when they're opened.
The message you currently have selected will display in grey with a green tab:
Use the Filter dropdown menu to control what messages you see. The "Resources" option will only display messages from your resources, whereas the "Clients & Leads" option will only show messages from your accounts.
You can also use the search bar to quickly navigate through your messages by searching the phone number or name of your client, lead, or resource.
The New Message Center allows bulk action to be taken with your messages. To do this, select the checkbox for one or more messages then click the ellipses:
From there, you can:
- Mark As Read - Mark the selected messages as read.
- Mark As Unopened - Mark the selected messages as unread.
- Remove - Hide the selected messages.
Note: This does not un-send the message or permanently delete it from the thread. Messages will reappear in the message center when a new text is received or sent. You can also search for the client, lead, or resource to view the hidden message.
On the right side of the screen above your message thread is the Account Overview. Select this option to open or collapse an account summary of the Client or Lead you're viewing.