Customer Message Status

In this article

YoPrint allows you to assign a status to a customer's message so you can handle the messages accordingly. In this article, we will walk you through how to enable, use, and customize Customer Message Status.

Enabling Customer Message Status

  1. Navigate to https://app.yoprint.com/setting/general.
  2. Scroll down until you can see the Enable Customer Message Status. To enable it, click on the Toggle button on the right side.

Message Status

  1. Navigate to https://app.yoprint.com/message.
  2. Choose which message you would like to see and double-click on it.
  3. Click on the Status icon to see statuses that you can assign to the message. By default, it will be set to None.
  4. You can only assign one status. Click Close once you're done and it will automatically save your selection.

Message Filters

  1. You can add your own filters so you can quickly check specific messages without going through them one by one. Click Filters + to get started.
  2. For example, if we want to check Messages sorted by Delivery Status, our filter will look like this. 
  3. Click Run Filter to check whether you've configured the filter properly and click Create once you're done.

    Tip: You can be even more specific with what you want to see by Adding more filters.

  4. You can edit or remove the filters by clicking and choosing Edit or Remove.

Customizing Message Statuses

  1. You can also customize the statuses by going to https://app.yoprint.com/setting/status.
  2. Here, you can create more statuses for Sales Order, Quote, Job, Purchase Order, Shipment, and Message. You can also edit existing statutes by clicking on the right side. To create a new status, click on the top or bottom right to get started.
  3. You can choose a color and create what status you want it to be by filling in the Label and what you want your customer to see by filling in the Customer Portal Label.
  4. You can also arrange the statuses to your liking by clicking the Arrange.
  5. Hold and drag the status to where you want it to be. Release and click Save to save the arrangement.
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