Field Ops CRM · Help
In the field

Messages

Read announcements from your managers, and post them to the team if you're a manager or admin.

The Messages tab holds announcements for the team. Everyone reads them. Only managers and admins can post, and there are no replies.

Messages are grouped into Pinned, Unread and Earlier. A dot marks the ones you haven't read, and the tab shows how many. Opening a message marks it read. The newest unread one also shows on Home as New from the team. Pull down to check for new ones.

Who sees what. Each message goes to Everyone, Field reps, Managers or Admins. You see messages sent to everyone or to your role, plus any you posted.

Notifications. When a message is posted, everyone it's sent to gets a notification, except the person who posted it. You need to have allowed notifications for the app on your phone. Editing a message doesn't send another one. Tap the notification to open the message.

Post a message

Managers and admins: tap New message.

  1. Write the Message. Add a Subject (optional) to give it a headline.
  2. Choose who it goes To.
  3. Turn on Pin to top to keep it above everything else.
  4. If it's about one account, choose it under About account. Readers can tap through to it.
  5. Add photos if you like, then tap Post.

Without signal, the message saves on your phone and goes out when you're back online.

Who's read it. Managers and admins see a count on each message, such as 3/7 read. Open a message to see Read by: each person and when they read it. Reps don't see this.

Change or remove a message. Open it and tap the ... button. You can Pin to top or Unpin, Edit or Delete. You can do this to your own messages; admins can do it to any. Deleting removes the message for everyone and needs a connection.

Your admin can switch Messages off. The tab and its notifications then disappear. See Turn features on or off.