Text Messaging Dashboard

The Text Messaging Dashboard allows you to view information on your conversations along with the contacts established for an order. It also allows you to quickly add contacts to the system. This screen opens through the Text Messaging option within the Tools Menu.

Figure 31: Text Messaging Dashboard

Refer to the Text Messaging topic for more information on using this screen.

Technical Field and Function Information

Field/Function	Description
	The upper Conversations section displays large text bubbles. When the background is red, the application lists the count of the new messages that you have for all conversations you are associated with. The blue background indicates no new messages. Clicking on this icon opens the Text Messaging Conversations screen displaying all your conversations.
	The settings options available to you include the following: Edit Signature This option opens the Edit Signature dialog allowing you to set or edit your signature. Refer to the Edit Signature topic for more information. Scheduled Messages Opens the Scheduled Messages screen allowing you to manage your scheduled messages. See the Schedule Text Message topic for details.
Current Order	Displays the open Order Number or the name of the shipper for a Lead.
The lower section contains information on the specific order you have open. From this section, you can view the existing conversations that order along with initiating new conversations for the order.
Conversations	This section lists all conversation (one per phone number) associated to the order. Click on to view the conversion through the Text Messaging Conversations screen.
Order Phone Numbers	All phone numbers associated to the order show in this listing, including those already associated to a conversation (). The phone numbers that show in this list are the same as those set for the order within the Name, Address, Phone tab. From this list you can view the conversation associated to the phone number by clicking on . You can also initiate a new conversation by pressing .
Custom Number	Press to add a number to the system that is not one of the phone numbers set on the order. Once you press , the screen expands to prompt you for the customer phone number. Once you provide the number, the application validates and then prompts you to associate a contact name for the account. You also receive prompt to initiate a conversation by sending a message. Enter the Contact Name, message, and press to send the message.