AllClientsTraining Videos

Reading and Replying to Texts

Read and reply to texts from your contacts in the Text Messaging Center, and set up email or text alerts so you know when a new message comes in.

Transcript

Reading and Replying to Texts

When a contact texts you, their message shows up in the Text Messaging Center.

A number next to a conversation shows how many messages you haven't read.

Click a conversation to open it.

Type your reply in the Message box and click Send.

To use a text template instead, click the template button.

Click View Contact to go to the contact's record.

When you're done with a conversation, click Archive to clear it from your list.

To see archived conversations again, check Include Archived.

To get an alert when a text comes in, click Text Messaging Settings, then Notifications.

Enter an email address or a mobile number to notify, then click Save Notification Settings.

Now you'll know right away when someone texts you back.