Suggested Search: Admin Guide, User Guide, Release Notes
Suggested Search: Admin Guide, User Guide, Release Notes

Information Lookup Field

  1. Log in to Salesforce and access SMS-Magic Converse.
  2. Click the Converse Settings tab.

  3. Click the Conversations section on the left.
  4. Click the Message Settings tab. The Message Settings tabbed page appears.
  5. Under Lookup Fields Display and Configuration, slide the toggle button to enable or disable the feature.

  6. Select the relevant fields that you want to be displayed as an information lookup field.
  7. Click Save Changes.

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