How to use WhatsApp for VTiger 6.X Send/Receive Messages

Send/receive messages

Send/Receive message from record.
- Click on module > GoTo Record List > Open record in view There is an option to view “WhatsApp” icon, click on icon to open WhatsApp conversation with contact
- Clicking on the WhatsApp icon will open the Chat window to
  communicate between the contact and user.
- Through WhatsApp integration you can send,
  - Text messages
  - Files,Images (Upto limited Size based on our file upload limit)
- You can communicate with customers only if the phone number entered
  in the record must be a WhatsApp number of the customer. Also
  “WhatsApp # field” specified correctly in “WhatsApp configuration”
  settings
- “WhatsApp” uses numbers with country code so please follow
  the instructions mentioned in the “WhatsApp configuration” section
  about country code.
Send/Receive message from Timeline view
- General Feature
  - New Messages
    - New messages in the WhatsApp Global messages area list all unread messages either from “unknown number” or “existing contact records”
    - Global WhatsApp messaging has the same option as sending/receiving message to individual records
  - Important messages
    - Important feature helps you to quickly access your WhatsApp contact which is important.
    - You can manage to move any contact under Important by simply click on Star icon to move contact under Important contact.
  - Message from unknown number
    - “Unknown numbers” in WhatsApp Global messages area
      list all messages from “unknown number” not stored as a
      records in CRM
    - “Unknown numbers” messaging section has same option
      as sending/receiving message to individual records
    - From Unknown number there is an option to Create new
      customer record or update “Unknown number” to existing
      record in vTiger.
  - Group messages
    - Allow users to chat in groups. It also allows you to
      message with specific chat from groups. And users can also
      choose different numbers to message with others.
  - Modules messaging
    - ”Module list” in WhatsApp Timeline view area user can
      send/receive message against record of modules, enabled from
      WhatsApp Configuration in CRM
    - “Module based” messaging section has the same option as sending/receiving message to individual records along with option to manage record too.
  - Quick Action
    - Quick action in timeline view allow you to quickly access
      various options of WhatsApp Integration for vTiger

Send WhatsApp Message

It provides a facility to send WhatsApp messages on unknown or
unsaved contacts. And also we can send messages from any number which
are connected with one QR code.
Also we can attach files, photos, videos etc. by these
features.