Use the Owner Communications Tab (How-To)

Article Details

Summary

This article shows how to see every email and SMS your business has had with a customer on the Communications tab of the Owner Profile.

Steps

  1. Go to the Owner Profile.

  2. Select the Communications tab.

    The Communications tab highlighted in the Owner Profile menu.

  3. Review the list of all emails and SMS your business has had with the customer. The list is in time order.

    • The categories are: SMS, Call Log - Inbound, Call Log - Outbound, Email, Marketing Campaign, Checkout Survey, and Lead Forms.

      The Communications tab with a list of message logs.

  4. Select an email to expand it and see what was sent to the owner.

    An expanded invoice email from Happy Wags with a view link.

Related Articles

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.