Similar to the global Communications Tab, the Contact Communications Tab allows you to create, assign, and delete text messages.
NOTE: You must have Enabled, Add, Modify, and Delete permissions to Provider > Communications Tab as needed to send a new text message, change a text conversation, or delete a text conversation.
New Text Message
From the Contact Communications Tab, select the Phone tab and click + New Text Message.
A New Text Message window will display with the active contact and their first phone number added to the Send To and Phone fields. Select or search for a case to associate the text message and enter the text message body. Once sent, the text conversation will appear in the grid. Refer to Sending Text Messages for more information.
Assign Text Message
When one or more text conversations are selected, the Assign button lets you adjust the Staff, Contact, Case/Intake, and Topic. Refer to Assigning Text Message Conversations for more information.
Delete Text Conversation
One or more text conversations can be deleted from the current contact.
Select one or more text logs from the Text Tab and click the Delete button above the grid. This can also be performed for individual entries using the three-dot menu.
Confirm your intention on the Delete Communication(s) message. Refer to Deleting Text Logs for more information.
Once deleted, the text log will be removed from the Text grid.