Untracked Texts
complete
C
Carlo Castillo
Just like we have "Untracked Emails for customers who don't have email logged into CRM, we should have the same for "Untracked Texts."
Michele McCoy
Omar Qureshi Untracked texts are now visible. You can view this change here - https://drivecentric.canny.io/changelog/introducing-untracked-texts
Michele McCoy
Merged in a post:
yes please we need feature for untracked text
O
Omar Qureshi
Michele McCoy
complete
We are happy to announce that Untracked Texts is now visible.
This is a free feature that allows you to:
- Manage texts received from numbers not yet associated with a customer record in your CRM
- View message content and easily associate the message with an existing record, or create a new record
Canny Changelog - https://drivecentric.canny.io/changelog/introducing-untracked-texts
Drew Adler
in progress
This is in progress!
Drew Adler
planned
We are planning to implement Untracked Texts in the same way Untracked Emails function!
Drew Adler
Merged in a post:
Untracked texts need a home
A
Amanda Garcia
For when customers or potential customers text us; if the # they are using is not already saved in a profile in the CRM, we won't ever see it. Customers probably don't know that and might think we're ignoring them or maybe just won't take the extra step to call or email and business is lost. You do have a spot for untracked emails, so why not have one in place for phone #'s too?
Shelby Parker
Thank you for posting, Amanda Garcia! I have a few more questions for you:
- Can you provide more details on how often this issue of untracked texts occurs?
- Do you have any suggestions on how you'd like these unassociated numbers to be handled within the system?
- Could you clarify what you mean by 'You do it for emails'? How is the process different for emails?
A
Amanda Garcia
Shelby Parker please review original post, I edited for clarity and should answer your questions.
A
Amanda Garcia
Yes, please make this happen!!! Would drive business so much!!
Drew Adler
Merged in a post:
Texts From Non-Customer Associated Numbers
P
Paul Gutzman
Add feature that allows texts to come through from people who do not have a record in the system yet. Could come through and show to management or BDC as unassigned.
Drew Adler
gathering votes
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