Customer Profile: Messaging

You can send emails to your customers directly from IndusTrack. Every email you send is saved under the Messaging tab in the customer’s profile. This helps you keep track of all your communication in one place.

Messages List

This is where you’ll see all the messages sent to a customer.

Each message shows:

• The email address it was sent to
• The date and time it was sent
• The subject of the message
• The status (sent, draft, etc.)

Tips for Using the Messages List:

• Sort the list: Click on any column header (like Subject or Date) to sort the list.
• Search for messages: Use the Filter Bar to quickly find a specific message.
• Set how many messages to view per page: Choose from 15, 25, or 50 messages per page.
• Navigate pages: Use Previous and Next to move between pages.
• Add or Delete messages: Use the Add New or Delete buttons as needed.

Create and Send a New Message

1. Click Add New to start a new message.
2. The New Message window will open.
3. Fill in all required fields:
   • Email Address: It will auto-fill with the main email from the customer profile. If the customer has more than one location or email, select the right one (or both).
   • Subject: Type your email subject.
   • Message: Type your message content.
4. When done, click Send.
5. The message will now appear in the Messages List.

Delete a Message

Only delete messages that are no longer needed. Be careful—this action cannot be undone and may affect other records.

To delete one message:

1. Check the box next to the message.
2. Click Delete.
3. Confirm the action in the pop-up window by clicking Yes.

To delete multiple messages:

1. Check the boxes next to each message.
2. Or, check the box at the top of the column to select all.
3. Click Delete and confirm.

Once deleted, the message(s) will be removed from the list.