Client Communication History

Customer Service

Customer Service

Last updated on Sep 10, 2026

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.

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

Step 3: Select the Client Card in question.

Step 4: Click the Messages tab to view the message records.

Note: Reminder and do not market settings can be found in the Settings area of the client card.