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Export Client Text Messages
Export Client Text Messages
Updated over 6 months ago

How to export the text message history of a case.

  • Navigate to the case.

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  • Click on the phone icon and a pop-up window will appear showing the current text message thread with the client.

  • Click the arrow icon in the upper right-hand corner of the pop-up to initiate the export.

  • The export will download based on your computer's download settings.

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  • The export will include the following:

    • message type

    • message content

    • client's name

    • date and time of each message

    • who the message was sent by

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