How to Have Incoming Client Texts Arrive in the New Case Rather than the Closed Case

This can happen when a client has multiple casesWhen a current client has a new case you will need to opt their old case out of texting and opt in the new case in order to text your client through the most recent case. 

• Navigate to the closed case.
• Click on the dark green dropdown in the top right corner of the case. 
• Select Text Opt-Out from the dropdown

• A pop-up window will appear.
• Check Yes, opt client out of receiving texts at this number.
• Click Save.

• The client is now opted out of texting in their old case. 
• Navigate to the new/open case. 
• Click on the dark green dropdown in the top right corner of the case. 
• Select Text Opt-in Required from the dropdown. 
  

• A pop-up window will appear. Check the Text Opt-in box and confirm the client's cell number. Then click Save.  
  

• Now the incoming client text messages will arrive in the new case.