Text Records on Customer File

New Contributor

Suggestion: Have a section on the customer's page that shows us what types of promotional messages have already sent to the client. 

Marketing pro allows you to quickly see what types of email notifications a client has been sent. Having this same functionality and summary section for text messages would be helpful to ensure clients are not being "spammed" with multiple messages, without needing to scrub the chat history each time. 


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

That's a great idea!

Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions