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Contact Record - Messages​

In the contact profile, there may be the need to add a “note” to a profile that you don’t normally need to see, or need in a trip, but rather something that you might need to refer to later about that contact.  Sort of like an “Agent Note” about a contact, such as when you gave the contact a free trip, or a special one-time discount, etc.

If you look at the contact profile, you might have noticed that there is a Messages tab.
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​If you click on that tab, there is a large white box in which you can type a message.
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Once you type the message and click on Save, then the message is saved in that contact for future reference, along with the id of whomever entered it, and a time/date stamp.
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If you click on the message in the left box, you will see the contents of the message in the white box.  Whenever there is at least one message for a contact, there will be an explanation mark (!) after the word “Messages” telling you there is at least one message.
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Some important points to remember about messages: Unlike Agent Notes in a trip, Messages can be altered or deleted.  If you alter a message, the Log DateTime does not change.  Also the adding, changing, or deleting of messages in a contact does not currently generate an event log entry.
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  • HOME
  • SOLUTIONS
    • Modules
    • Mobile Applications
    • Schedule A Demo
  • Customer Center
    • Version 10 Highlights
    • User Guides >
      • Email to SMS
    • Boot Camp Survey
  • Contact
    • TESTIMONIALS
    • CONTACT US
  • Vietnam Team