Email, texts & calls
Messages to the additional contact
What the second person on a move — a spouse, an assistant, a relocation manager — receives, how to switch their copies on or off, and why their links never sign them in as the customer.
- 1 min read
- Checked against MoveBoard
- For sales, owners & admins
On this page
An order can have an additional contact besides the customer — added on the Customer card under Add'l Contact, or by the customer in their portal.
What they get
With their switch on, the additional contact gets every email and every text sent to the customer about the move — automatic ones (confirmations, reminders, receipts, invoices, the crew's on-the-way text) and ones the office writes by hand — beside the customer.
They don't get messages meant only for your staff or crew, or the customer's sign-in codes.
Their copies have their own links
The customer's links (portal, deposit, inventory) sign the customer straight in. In the additional contact's copy, those links are swapped for your portal's sign-in page for this order, so nobody else can sign in as your customer.
Switch their copies on or off
- The customer, in their portal's contact pop-up: Also send them every email and text. It's on for a new contact.
- The office: on the Customer card, press the additional contact's name (Add'l Contact) and switch Receive email and Receive SMS. Both are on for a new contact.
Texts go only when the contact's texts are on; emails only when their emails are on. A message addressed to a contact whose switch is off is held with texts are switched off for this additional contact.
When you write by hand
In the order's message box, the additional contact's number or address appears as its own chip in To, already on. Press the chip to leave them out of this one message.
In the order
Each copy is logged with the message in the conversation, so you can see who was sent what. The Order Updates window's messages go to them too — see The Order Updates window.
Related guides
- OrdersThe Customer cardWho the customer is and how to reach them — names, email, phones, best contact, the additional contact, the message switches and the account.
- Customer portalA second contact on the moveAdd a spouse, an assistant or a relocation manager to a move — what they receive, why they don't get the customer's sign-in, and how the customer or the office switches their copies off.
- Email, texts & callsSend an email from a templatePick one of your email templates on an order, see it filled in for this customer, change the words for this one email, and send — from the company's mailbox or your own.
- Email, texts & callsText a customerSend a text from the order or the Messages page — to one number or several, with pictures and files — and what stops a text from going.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.