Resolving Duplicate or Unknown Numbers in Meevo Messenger

To resolve duplicate numbers

Phone numbers do not need to be unique in Meevo client or employee profiles. So, there may be occasions where an incoming message could be from one of several people. In such cases, you can manually choose which client or employee you are speaking to in Meevo Messenger.

  1. In the chat pane, you may notice a red triangle to the left of the name. This indicates that two or more profiles in Meevo are associated with that number.

  2. Select the red phone icon to reveal the Assign Number window. The window lists all profiles that are associated with the number in question.

  3. Select the name and select Apply. The name is updated in Meevo Messenger. Note that this is not a permanent change; you can change the name at any time as long as there are other profiles associated with that number.

To add an unknown number to your Meevo database (Textel Integration only)

When working with an unknown number, Meevo Messenger provides the ability to quickly open a new client profile so that you can add the person to your database. The number in question is automatically added to the profile; you simply have to fill in the rest of the required information and save.

  1. In the chat pane, select the client icon to the right of Unknown.

  2. Select Add New Client Profile to open the new client profile form.
  3. Complete the new client profile form and select Save. The profile is linked to that number and you are immediately taken back to Meevo Messenger, where the client's name should now appear in place of Unknown.
  4. Alternatively, while in a client profile, select Send text beside the Mobile number to connect the profile to Meevo Messenger.