Text Messaging
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      Syncing Conversations to AMS

      How to sync recent conversations to your AMS

      Note: Supported AMS Systems for Archiving: The sync functionality is compatible with the following systems for AMS Archiving: HawkSoft, AMS360, and QQ Catalyst.

      Manually Syncing Conversations

      To sync recent conversations to an Agency Management System (AMS), follow these steps:

      1. Select a Conversation:
        • Choose the conversation you want to sync to your AMS.
      2. Navigate to the Conversation Header:
        • Go to the top right corner of the conversation header.
      3. Select the Sync Icon:
        • Click on the 🔄 icon to initiate the sync process.
      4. Confirm Sync:
        • Click on “Understood” to confirm the sync.
      5. Prevent Future Pop-ups:
        • If you wish to prevent the pop-up from showing again, select the ☑️ “Do not show this again” option.
      6. Observe Sync Status:
        • Look at the note at the bottom of the conversation to see the timestamp of the latest sync. 

      Note: The sync feature is only available for Contacts. The Sync icon will not appear for numbers unrelated to a contact or deleted contacts.

      Automatic Sync Settings:

      1. Navigate to Auto Sync Settings:
        • Click on the Settings Gear Icon ⚙️ located in the top right corner.
      2. Select “All Settings” from the menu.
      3. Configure Texting Settings:
        • Under “Texting”, choose “Auto Sync”.
      4. Enable or Disable Auto Sync:
        • Enable the option and select the desired sync interval, or disable it as needed. The sync interval will also take into account minutes of inactivity.