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How do I add a Quick Note to a Message? Open

To add a Quick Note to an existing message, start by choosing the message in the inbox, and then click…

To add a Quick Note to an existing message, start by choosing the message in the inbox, and then click on the yellow Notes icon.

Click on the Quick Notes button.

Choose the Quick Note you’d like to add from the popup list.

After the Quick Note populates the box, click Save Notes.

The Quick Note will show in the Notes thread, as well as in the Conversation thread. It is clearly marked as a note, and is viewable internally, but not by the Mobile End User.

0 answersPosted 2 years agoby Kathryn
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How do I add a Note to a Message? Open

To add a Note to an existing message, start by choosing the message in the inbox, and then click on…

To add a Note to an existing message, start by choosing the message in the inbox, and then click on the yellow Notes icon.

Type your note into the Notes field and click the Save Notes button.

The Note will show in the Notes thread, as well as in the Conversation thread. It is clearly marked as a note, and is viewable internally, but not by the Mobile End User.

0 answersPosted 2 years agoby Kathryn
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How do I add Emojis to a message? Open

To add Emojis to an existing Conversation, click on the Conversation you’d like to respond to, and then click on…

To add Emojis to an existing Conversation, click on the Conversation you’d like to respond to, and then click on the blue + icon in the SMS section.

When the menu pops up, choose the Smiley Face icon from the popup menu.

When the Emoji Library pops up, choose your emoji and click the Send arrow.

The message with the emoji will show in the Conversation thread.

0 answersPosted 2 years agoby Kathryn
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How do I add graphics to a message? Open

To add graphics to a message, start by choosing the Conversation you’d like respond to, and then clicking on the…

To add graphics to a message, start by choosing the Conversation you’d like respond to, and then clicking on the blue + icon at the bottom of the SMS section of the inbox.

Click on the green MMS icon from the popup menu.

When the popup box opens, choose where you’d like to add the image from.

Hover your cursor over the left-hand side menu and it will open the available options. Then follow the usual steps to add your image.

Once you add the image, you will have the option to make a few edits. When you’re ready, click Upload.

The image will now show in the message field. When you’re ready to send the message, click the Send arrow.

The image will show in the message thread.

0 answersPosted 2 years agoby Kathryn
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How do I insert Tag Replace? Open

To start, choose the Conversation you’d like respond to, and then click on the blue + icon at the bottom…

To start, choose the Conversation you’d like respond to, and then click on the blue + icon at the bottom of the SMS section of the inbox.

Click on the purple Tag Replace icon from the popup menu.

When the Tag Replace options pop up, choose the ones you’d like to use, and they will populate the message field. When you’re done, click the blue Send icon.

The message using the tags you chose will now show in the message thread.

 

0 answersPosted 2 years agoby Kathryn
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What is Tag Replace? Open

Tag Replace allows an agent to insert a name and/or the company name without having to type it.

Tag Replace allows an agent to insert a name and/or the company name without having to type it.

0 answersPosted 2 years agoby Kathryn
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Can I send a message to an MEU if there’s already an open Conversation? Open

No. If there is an open conversation with a MEU, you will be unable to open another conversation with that…

No. If there is an open conversation with a MEU, you will be unable to open another conversation with that MEU until the original conversation is closed.

0 answersPosted 2 years agoby Kathryn
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