All preferences are at the organization level, which means they apply to all the users in your business account.
How to go to Preferences?
- Click on the dropdown menu on top right.
- Select Preferences on the left side.
- Open drawer menu on top left.
- Tap on Profile & settings.
- Select Preferences in the list.
Send message on Enter key
This preference is applicable only for the web app. It has no effect on the mobile app.
When this setting is turned on, pressing enter key while composing a new message or replying to a message will send the message instead of adding a line break in the message.
Auto archive default
Set a default value for the auto archive setting. When on, customer messages are archived as soon as a reply is sent. You can also turn auto archive on or off, for a particular conversation, at the time of sending a reply.
Profile bar default tab
Profile bar is what you see on the right most side of the screen when viewing a conversation (i.e. sender's profile, notes, and follow-ups). You can select which tab should be opened by default for your team.
- Profile tab
- Notes tab
- Follow-ups tab
Follow-ups tab preferences
These are additional preferences for the Follow-ups tab.
Open new follow-up form automatically when the follow-ups tab is opened
When this setting is turned on, instead of showing follow-ups for a conversation by default, it opens a new follow-up reminder form. This makes it very convenient for your team to add new follow-up reminders.
Given you already receive a reminder in the inbox on the follow-up due date, and also there is a separate page for viewing upcoming and past follow-ups, keeping this setting on is recommended.
Default tags for the new follow-up form
If there are tags you use frequently for new follow-up reminders (e.g. leads), adding them here would always auto-populate them when a new follow-up reminder form is opened.