{"id":741,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-text-contact\/"},"modified":"2026-10-12T15:08:55","modified_gmt":"2026-10-12T20:08:55","slug":"crm-text-contact","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-text-contact\/","title":{"rendered":"Text a contact from a call"},"content":{"rendered":"

What it is<\/h2>\n

Click to text lets you send one text by hand to the person on your screen. You read the message, press Send, and nothing goes out on its own. Texts come from your account’s texting number, not your calling numbers.<\/p>\n

Texting is a paid upgrade that is not open to every account yet. If it is not switched on for you, pressing Send shows Texting is not available on this account yet.<\/p>\n

Where to find it<\/h2>\n

The Text<\/strong> button next to the contact record on the live call screen and on the preview screen. Contacts in the People to text card each have their own Text button.<\/p>\n

\"On
On a contact record, Text opens the Texts tab with the texts sent and received<\/figcaption><\/figure>\n

Steps<\/h2>\n
    \n
  1. On a call or in preview, press Text<\/strong>.<\/li>\n
  2. If you have saved text templates, pick one from the menu. The details fill in for this contact.<\/li>\n
  3. Read the message and change it if you need to.<\/li>\n
  4. Press Send<\/strong>. You will see Sent, and the text appears in the CRM Inbox with their replies.<\/li>\n<\/ol>\n

    Good to know<\/h2>\n
      \n
    • One text is one message of up to 160 plain characters. Curly quotes and dashes are cleaned up, and emoji are not allowed.<\/li>\n
    • Numbers on your do-not-call list, the national registry and litigator matches are refused.<\/li>\n
    • If texting needs setting up, the error has a Set up texting<\/strong> link.<\/li>\n
    • No templates yet? Use Save a text template<\/strong> to write one in CRM > Templates.<\/li>\n
    • On a contact record, the Text<\/strong> button opens the Texts tab, which shows the texts you have sent and received.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      Click to text lets you send one text by hand to the person on your screen. You read the message, press Send, and nothing goes out on its own. Texts come from your account’s texting number, not your calling numbers.<\/p>\n","protected":false},"featured_media":2027,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/dialer","_rd_doc_source_id":"crm-text-contact","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Click to text lets you send one text by hand to the person on your screen. You read the message, press Send, and nothing goes out on its own. Texts come from your account's texting number, not your calling numbers.","footnotes":""},"rd_doc_category":[19],"class_list":["post-741","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/741","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/741\/revisions"}],"predecessor-version":[{"id":2028,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/741\/revisions\/2028"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/2027"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=741"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=741"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}