Send a message to a customer

You can write to a customer from CoinManagerPro. The message goes to the customer by email. When the customer replies to the email, the reply comes back to CoinManagerPro.

Who can use messages

• To see messages, you need the "View invoices" or "Manage memos" permission.
• To send a message, you need the "Sell" or "Manage memos" permission.

Send a message

1. Go to Customers and open the customer.
2. Go to the "Messages" section.
3. Enter a "Subject". The subject is optional. If you do not enter one, the subject is "Message from" and your business name.
4. Enter the "Message".
5. Click "Send".

The message goes from your business name. The email uses the logo, color, email and phone from your invoice template. Your name shows above the message.

You cannot send a message when:

• The customer has no email address. Click "Edit" and add the email.
• The customer is blocked. Unblock the customer first.

If the email does not send, the message shows "Not sent" in the conversation. Send it again.

Replies from the customer

The customer replies to the email in their own email app. The reply shows in the "Messages" section on the customer page. CoinManagerPro removes the quoted text under the reply.

When a reply comes in:

• Your team gets a notification.
• The member who sent the last message gets an email.
• Messages in the sidebar shows the number of conversations with unread replies.

CoinManagerPro keeps a reply only when all of these are true:

• The reply comes from the customer's email address on the customer page.
• The email passes the sender checks (DMARC or DKIM).
• The customer is not blocked.

If the customer writes from a different email address, the reply does not show. Change the customer's email, or ask the customer to reply from the address you have.

The Messages page

Messages lists your conversations with customers, with the newest first. Each row shows the customer, the last message and the time. Your own messages start with "You:".

• Click "Unread" to see only the conversations with replies that nobody opened.
• Click a row to open the conversation on the customer page.

A reply is marked as read when you open the conversation on the customer page.