Update Contact Display

Users now have the option to modify the display title of their SMS and Call conversations within Fold. This feature offers greater flexibility and customization for managing conversations when multiple members/prospects utilize the same phone number.

How it Works:

1. From the SMS tab, select a conversation, then select the 'Three Dots' (...) icon within a conversation, and click "Update Contact Display."

2. Upon selecting "Update Contact Display," a drawer will slide open, presenting the Current Contact and List of Contacts.

a. Current Contact: This will be selected and is the first name and last name of the member/prospect under whom the conversation originated.

b. List of Contacts: A section displaying all contacts associated with the phone number, arranged alphabetically. Users can choose to update the display title by selecting a contact from the list.

3. If you choose to update the display title by selecting a contact from the list, the following changes will occur:

a. The existing displayed contact will be relocated under the contact section.

b. The chosen display title will be updated to reflect the latest selection.