Tasks
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Marcus Floyd
When someone opts out of texting - can that action no longer be an option when I pull up that task for that customer
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Marcus Floyd
High Shelby - when you pull up any customer and they have previously opted out of texting as a method of following up with that customer -on a Task I would rather not see the 4 types of reaching out (currently "Call,Video, Email, Text) --- if they opt out of texting I want yo only see "Call, Email, Video" as my options
Right now if I see the text option and try to send a text it is only then that the system tells me that they have opted out of texting.
I would like the system to be intelligent enough to not put a text option when that customer has opted out for that number - Just for the number that has opted out of texting not for all numbers on the account
Shelby Parker
Thanks for posting this, Marcus Floyd — great call-out. Just to make sure we’re thinking about the right behavior here: which specific “task” are you referring to (e.g., a task that sends a text vs. a follow-up task where texting is one of the available actions)? And once someone has opted out, would you want the texting option to be hidden/disabled when you open that task, or still visible but blocked with a clear message? Lastly, should this rule apply only to that specific customer, or to any phone number/contact method on their record if they have more than one?
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Marcus Floyd
Shelby Parker