SE Help For Texting Setup Page

Discussions for Message Center texting option
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timbre4
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SE Help For Texting Setup Page

Post by timbre4 »

Pressing F1 key or clicking Help button here will launch an SE Help page for Texting configuration: https://www.buymitchell1.net/managerhelp/TextSetup.htm
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Re: SE Help For Texting Setup Page

Post by rhillig »

If the customer messages us, but doesn't have a current repair order. Say to schedule an appointment - will it show up somewhere?
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Re: SE Help For Texting Setup Page

Post by Silky7 »

Becky,

Yes, you will still see messages in two possible ways:

If you're at the computer when the text comes in, you'll see a notification message in the lower right part of the screen you can open.

If you miss that, the All Conversations tab of the Message Center will show the message as unread (bold).
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Re: SE Help For Texting Setup Page

Post by sbebenelli »

I realize this is new and will get better with time. May I suggest having a button like the recall button that shows how many unread messages we have?
Last edited by sbebenelli on Thu Oct 04, 2018 9:27 am, edited 1 time in total.
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Re: SE Help For Texting Setup Page

Post by Silky7 »

Thanks for your feedback. We definitely plan to add a button to invoke the Message Center directly. Having an indicator count with unread messages shouldn't be a problem. Our biggest challenge currently is finding a good place in the UI for it. :|

If you're on a higher resolution screen, it looks like there's plenty of room, but for our customers on older displays, things get tight.
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Re: SE Help For Texting Setup Page

Post by Rich »

In the foreseeable future will we be able to "text" internally?

Examples:

I am at the counter about 99% of the time. Owner comes up and someone catches him with a question that requires knowing their name. I know it's Ric Morin, the boss has no clue. I'd love to be able to send him an "internal text" with simply "Ric Morin", he can see it pop up, open quick. He gets name and on with life. Ric is impressed that we knew he is. This of course would help me when I have brain gas and he is up here.

(It's pick on Ric day)

Ric calls and wants to talk to Chuck (the owner) it's about some non- CA Prop 65 parts. Would like Chuck to call him back. Simple text to chuck "Call Ric about black market parts @ 888-867-5309" when Chuck checked his messages he sees it.......

Please...with Doctor Pepper on top.
Last edited by Rich on Tue Oct 09, 2018 12:11 pm, edited 2 times in total.
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Re: SE Help For Texting Setup Page

Post by rhillig »

Rich wrote:So somewhat back to the topic. Somewhat.

In the foreseeable future will be able to "text" internally.

Examples,

I am at the counter about 99% of the time. Owner comes up and someone catches him with a question that requires know their name. I know it Ric Morin, the boss has no clue. I'd love to be able to send him an "internal text" with simply "Ric Morin", he can see it pop up, open quick. He gets name and on with life. Ric is impressed that we knew he is. This of course would help me when I have brain gas and he is up here.

(It's pick on Ric day)

Ric calls and wants to talk to Chuck (the owner) it's about some non- CA Prop 65 parts. Would like Chuck to call him back. Simple text to chuck "Call Ric about black market parts @ 888-867-5309" when Chuck checked his messages he sees it.......

Please...with Doctor Pepper on top.
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Re: SE Help For Texting Setup Page

Post by ricmorin »

It's certainly doable. Message Manager by Bolt-On does this now. We can group chat and individual chat within the network. Hopefully that feature will be available at a future date.
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Re: SE Help For Texting Setup Page

Post by Rich »

I have been getting text replies in my email. Appears to be something set up with CRM. This isn't part of this texting thing with 7.5 is it?
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Re: SE Help For Texting Setup Page

Post by Silky7 »

Rich wrote:I have been getting text replies in my email. Appears to be something set up with CRM. This isn't part of this texting thing with 7.5 is it?
It's independent of Manager's texting. Our CRM customers that have texting (automated reminders) are sent an email when a customer responds to cover for the fact they may not have enrolled for Manager SE Texting.
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Re: SE Help For Texting Setup Page

Post by Rich »

thank you!
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Re: SE Help For Texting Setup Page

Post by dandsautoandtruck »

We do not see the reply window on our screen. The box is checked.
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Re: SE Help For Texting Setup Page

Post by ricmorin »

dandsautoandtruck wrote:We do not see the reply window on our screen. The box is checked.
D&S
Could you clarify a bit? Which box is checked? What reply window are you referring to?
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Re: SE Help For Texting Setup Page

Post by dandsautoandtruck »

Texting General/User Settings, the show new message notifications box is checked.
I thought there would be a window in the lower right of the screen with any responses.

D&S
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Re: SE Help For Texting Setup Page

Post by ricmorin »

dandsautoandtruck wrote:Texting General/User Settings, the show new message notifications box is checked.
I thought there would be a window in the lower right of the screen with any responses.

D&S
When a customer texts into the shop, a small pop-up will appear in the bottom right of the screen, but it only stays for 7 seconds. You do not reply from that notification unless you click on it while open. You reply from the Text Message Center.
Text Message Center Home
Text Message Center Home
text message center.JPG (151.35 KiB) Viewed 7169 times
If you don't already have a tab open for that conversation, you will find it on the All Conversations tab. A new message makes the tab glow a different color. If you have an active order, there will also be a little icon in the message column on the WIP.

It's been suggested that the pop-up stays active until acted upon, which I think is a good idea. :idea:
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Re: SE Help For Texting Setup Page

Post by dandsautoandtruck »

Thanks for the response. Agree with the suggestion for keeping the window open.
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Re: SE Help For Texting Setup Page

Post by sbebenelli »

Ric, do you mind sharing what you have worded for the text you send to customers to give you a review?
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Re: SE Help For Texting Setup Page

Post by ricmorin »

sbebenelli wrote:Ric, do you mind sharing what you have worded for the text you send to customers to give you a review?
CRM sends those out automatically. If you look at the image I posted you can see the wording and a link for the review. I'm not sure if this is adjustable on Mitchell side.
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Re: SE Help For Texting Setup Page

Post by sbebenelli »

OK. Do they send it every time a customer is at your shop even if the customer has already received one in the past?
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Re: SE Help For Texting Setup Page

Post by ricmorin »

I don't know the details on that, but I can say that yesterday I finished work on three of my loaner cars and I got 3 texts; one for each. This is brand new and I'm sure there will be some tweaking along the way as we discover these little wrinkles.
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