1. Within the Customer Card, you have the capability to select the preferred communication method for reaching out to the customer via the communication center, as depicted below:
2. The functionalities in both text and email communications are largely analogous, with the exception that document attachments are exclusive to emails. Sending images as attachments is available in both text and email formats. Upon initiating your chosen mode of communication, you will encounter a composition screen resembling the example below:
3. Noteworthy disparities lie in the action buttons located at the bottom. The variations between text and email communication are illustrated below:
Text view:
Email view:
4. In the case of attaching a document, this can be accomplished exclusively through email communication by clicking on the paperclip icon.
5. If your intention is to attach an image, you can click on the small camera icon in both text and email communications.
Helpful Tip: When employing email CCs and BCCs, this is feasible when exclusively using the email feature and not concurrently utilizing the text feature. The recipients for emails can include those listed on the customer record, co-buyers, etc. The chat feature is recommended for internal communication among colleagues to convey updates on customer activities instead of relying on emails.