View the Communications Tab (How-To)

Summary

This article shows you how to view the Communications tab on an owner's profile. The tab lists the emails and SMS your business has had with that customer.

Steps

  1. Go to the Owner Profile.

  2. Select the Communications tab.

    The Communications tab on an owner profile.

  3. Review the list. It shows a chronological list of all emails and SMS your business has had with the customer.

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

    • The list shows up to 100 entries on the initial load.

      The Communications tab with a list of messages.

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