THIS IS NOT COMPLETE

The Text Message drawer gives you access to the full text message history with the customer from the time when the customer order was created until it was closed. The drawer also allows you to send text messages to the customer right from the customer order.

The Notes for Customer drawer is represented by an icon in the drawer listing. When the icon includes a red number this means that the drawer contains at least one text message and the number indicates how many messages the drawer will include in its listing.

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The Text Message drawer first shows a list of all outgoing and incoming messages in descending order with the most recent message appearing first. Only those messages which occurred while the customer order was open will be listed.

For each message you will see the full text of the message, the date/time when it was processed and where it was sent from, either a specific customer order or in the case of replies the customers phone number.

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Below the message list, an inline compose area lets you send a new text message directly from the drawer — no separate pop-up window needed. The compose area includes a Phone Number dropdown, a message text box, and — when SMS templates are configured — a Text Message Template selector.

The Send button is disabled until a phone number is selected and message text is entered.
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If the customer has no phone numbers on file, the compose area will not appear.
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​To send a text message:

After sending, the message list refreshes to show the new message and the compose area resets to blank.