Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
(A) Information ribbon - This can be found within any interaction card.
Send Text to the Primary Number
- (B) Text icon - Click to open the text window and compose the message.
(C) Compose message - Type the message inside the text body.
(D) Template dropdown - Click to access messages pre-configured by your management team.
(E) Send - When finished composing and editing your message, click to send the text.
- (F) Confirmation - After sending the message, a confirmation message will appear in the top, center of the interaction card indicating the message was successfully sent.
Send Text to the Secondary Number (if available)
(G) Text dropdown - Click to access a list of additional numbers saved to the account.
(H) Text icon - Click the icon next to the desired number to open the text window and compose the message.
- (I) Compose message - Type the message inside the text body.
- (J) Template dropdown - Click to access messages pre-configured by your management team.
- (K) Send - When finished composing and editing your message, click to send the text.
- (L) Confirmation - After sending the message, a confirmation message will appear in the top, center of the interaction card indicating the message was successfully sent.
