How to Text a Client with Multiple Cases?

Follow these steps to ensure incoming text messages show up in the correct file. 

• Navigate to the original case. 
• Opt-out the original case from receiving text messages. 
• Navigate to the new case. 
• Opt-in the new case to receive text messages. 
• The client's incoming text messages will now show up in the new case file. 

Note: If a client has more than one open case, only one case can be opted in for text.