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Text any number, then save them as a client

Platy teamPublished

Owners can now text any mobile number from Messages, even someone who is not a client yet. One click on + Create client then saves them as a client, with their number filled in and the conversation filed under them.

The New message window with a mobile number typed in and a row offering to text it, marked Not a client yetOpen the picture full size
Type any mobile number to start a text
A text conversation with a number that is not a client yet, with a + Create client button at the topOpen the picture full size
Save them as a client from the conversation

What changed

  • In Messages, click New message and type any mobile number to start a text
  • A number that belongs to a client opens that client instead
  • A conversation with someone who is not a client yet shows + Create client
  • The client form opens with their number filled in, and the conversation moves under them
  • Coming to the phone app with the next update
WhereMessages › New message
Who it's forOwners
Anything to do?Nothing on a computer. In the phone app it comes with the next update.

Common questions

Can I text someone who is not a client yet?

Yes. In Messages, click New message, type their mobile number and pick the Text row. The conversation opens right away.

How do I save someone who texted me as a client?

Open their conversation and click + Create client. The client form opens with their number filled in, and once you save, the conversation is filed under them.

What if the number already belongs to a client?

Platy shows that client instead, so you never end up with a second copy of them.

Related

On Platy OS

Landscaping CRMThe customer record is the work, plus texting and a login of their own.

More updates

Text clients from your own business numberShipped
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