The Outbox

The Outbox holds texts and emails that did not go on their own: client messaging was not switched on yet, something to fill in was missing, or the client has no number or address on file. Each one says why it is held.

Steps

1. Open Inbox and pick the Outbox chip.
2. Read the line under each message. Held: says why it waited.
3. Press Approve to send it as it is.
4. Press Edit wording to change it, then Save wording. If the client has no number or address on file, type one in the box.
5. Press Reject to drop it.
6. Switch on Include answered to see messages already approved or rejected.

Good to know

• Approving a text sends it from the business number; approving an email sends it from the address for automatic emails.
• Rewording a designed email sends the new words as plain text, because the design was made for the old words.
• While client messaging is off, a message to a real client cannot be approved. A note at the top says so.
• Right after client messaging is switched on, the Sending page offers to send the fresh ones in one go. See Turn on client messages.
• The Outbox is for the office: people who set up messages or work on dispatch, quotes, orders, payments or issues. The crew do not see it.

If something goes wrong

• It says Approved, but it has not gone out. Press Send now. If it fails again, check the texting service or the email address on Settings, System, Connections.
• Nothing waiting, but a client got nothing. The message may have been refused, not held: the client said no to texts or emails, or the task's Text and Email were off.