Seeing all outbound text
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Josh Roberts
I want to see all outbound text not just the one's I have two way with as it helps me go back and do follow up on client's I texted that day. I was able to do it in previous CRMs so would be nice.
Shelby Parker
Thanks for posting this, Josh Roberts — totally hear you on how important it is to quickly review who you texted for same-day follow-ups. To make sure we’re scoping the right view, a couple quick questions: where in DriveCentric are you hoping to see these outbound texts (your personal inbox, within a customer record, or a team/store-wide messages view)? And should this include only messages you sent, or outbound texts from your whole team/store too? Lastly, when you say “all outbound,” do you mean one-way texts where the customer never replied as well, and should we also account for messages that failed/weren’t delivered?
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Josh Roberts
Shelby Parker I want to see it in the conversations tab personally. This should include only my outbound text for the day. It is how I like to keep track of clients I stay in touch with because sometimes once you complete a task you don't immediately see that client again (unless they respond) and I usually go through my text at the end of the day to find client's that fall through the cracks.
I mean text that were never replied to I don't necessarily need the failed/were not delivered ones.
Hope that makes sense.