Included in this release is the ability to filter and engage with text messages based on teams. Instead of seeing all messages to and from a contact in one thread, you will now only see the messages that were sent by a member of your team, allowing you to focus on only what is relevant.

Examples:

If you are a member of "Team Red" and you start a text thread with a contact, all other members of Team Red will be able to read and respond to that thread. Anyone who is not a member of Team Red will not have access.

If you are a member of Team Red and Team Blue, you will have access to all messages from both teams, and the texting window will filter the messages based on team.

If your branch does not use teams, then all users will have access to all text messages, the same as it was before this release.

Administration of Teams

Your branch manager can assign users to teams, but enabling texting functionality is done by Premier One. Contact us if you'd like to use this feature.

For a refresher on how to use the texting feature, see this article.

Updated texting forms

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