Accessing Communications from the Customer Modal

Overview: 

Accessing communications from the Customer Modal allows you to view all interactions with a customer, including messages, emails, and call history. This helps you track communication history, stay informed, and manage customer engagement more effectively.

Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.

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Step 2: Click on the customer’s name.

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Step 3: The Customer Modal will appear.

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Step 4: Click the Communications tab under the Overview tab.

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Step 5: You will then be able to access messages in this tab. You can send and customize your messages here, similar to the Messages section.