Email, texts & calls
Unread messages from the Orders list
The envelope on an order's row shows the customer's unread messages and opens the conversation right there, so you can read and reply without opening the order.
- 1 min read
- Checked against MoveBoard
- For sales, owners & admins
On the Orders list, each row has an envelope. A number on it means the customer has written and nobody has read it yet.
Read and reply
- Press the envelope on the row.
- Messages opens over the list with the order's conversation — texts, emails and portal messages, oldest at the top.
- Reply at the bottom: Send as message (to the portal) or Send as SMS, with templates, files and AI help — the same box as the Messages page.
Opening the envelope marks the customer's messages read, and the number on the row goes at once.
Go further
- Open in Messages — opens the Messages page on this conversation.
- Open the order (in the conversation's head) — opens the order window.
Email from the list
The customer's email address on the row is a link: press it to write an email straight away — the same email box, sending and log as in the order window. See Send an email from a template.
If something goes wrong
The messages could not be loaded. — close the pop-up and press the envelope again.
Related guides
- Leads & salesThe Orders listFind any lead or job — the five workflow stages, the full list with its filters, the columns, and opening an order.
- Email, texts & callsThe Messages pageEvery customer conversation in one place — unread first — with the reply box, templates and AI help, plus the SMS log and an overview of what MoveBoard sends by itself.
- 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.