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Client Communication History
Client Communication History
Kate avatar
Written by Kate
Updated over a week ago

All messages sent to clients are saved on their client card. To check the historical records of messages:

Step 1: Click the Clients tab and click Search.

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Step 2: Enter your client's name into the search bar.

clientsearch.PNG

Step 3: Select the Client Card in question. Click the Communications tab to view the message records. You can also set the communication options to determine whether to send messages to the individual client.

client_communication.png
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