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Customers - View Customer Detail: Text

When working within the Customer Detail page, users can initiate SMS communication by selecting + Text from the quick-create bar. This action opens the Text History interface, which is automatically linked to the active customer.

Accessing Text History from Customer Details

  1. Navigate to the Customer Detail Page.

  2. In the quick-create bar at the top of the page, click + Text.

  3. The Text History interface opens with the customer pre-selected.

Text History Page Overview

The Text History page provides a dedicated workspace for managing all SMS communications with the selected customer. It ensures that every text message sent or received is logged and easily reviewable.

Header and Navigation

At the top of the page:

  • The header clearly displays Text History, confirming the current view.

  • A BACK TO CUSTOMER button allows quick navigation back to the Customer Detail page.

Message Log

The central area of the page displays a chronological log of all text messages associated with the customer.

Message Log Columns

Each message entry includes:

  • Destination
    Displays the phone number the message was sent to.

  • Message
    Shows the full content of the SMS message.

  • Status
    Indicates the delivery state of the message, such as:

    • Sent

    • Delivered

    • Read

This real-time status tracking helps verify successful communication.

New Message Input

At the bottom of the page, users can compose and send new text messages.

To Selector

  • A dropdown menu listing the customer’s verified phone numbers.

  • Allows selection of the appropriate destination number.

Message Box

  • A text field used to compose the message content.

Send Button

  • Clicking SEND initiates message delivery to the selected number.

  • The message is immediately added to the message log.

Reviewing Communication History

  • The interface displays a total count of interactions (e.g., “0 Text messages” for a new customer).

  • All SMS activity is logged automatically.

  • The message history serves as a transparent, searchable record of:

    • Customer updates

    • Agreements

    • Follow-ups and reminders