Sync a text conversation to a client record in Cornerstone
Before a record of a text conversation shows in a client record in Cornerstone, you must sync the conversation from the Vello inbox to Cornerstone.
- The text conversation record shows as a document entry in the client communications section of the client record
- Vello moves the text conversation to the Done view of the Vello inbox
Note: If you or the client sent an image in a text message, the image shows in a different attachment in the client record.