Help Desk

Where a user can view a comprehensive listing of individuals and their texting profile.

1. You can enter Person contact information to search the database

2. Action dropdown used to trigger bulk actions such as:

1. Import people 
2. Add to Starred
3. Add to Campaign
4. Send Message
5. Add to Group
6. All Selected Delete
7. Marked as Active
8. Marked as Inactive
9. Assign Owner
10. Remove Owner

3. Manually Add a Person. Unlike the import functionality, Add person can only be used to add one person at a time.

4. Filter listing to only display Active or Inactive People

5. Filter listing to display Blocked or Unblocked individuals

6. Starred allows you to segment certain people for easier access

7. Toggle used to Block or Unblock individuals

8. The  icon allows you to delete a person. When deleted it will also delete any conversations for this person

9. Opt In column advises of the person’s Opt In status. Options include:

• Yes – person has opted in
• No- person has NOT opted in
• Invitation not sent – when person was created, no invitation was sent for opt in

For individuals who have not opted in OR where the invitation was not sent. The  icon allows you to resend the Invitation to Opt In