Send SMS

Send SMS

Purpose

To send a SMS (Text Message) to a loan Client. The function automatically saves the SMS text detail as a Communication.

Timing

SMS Text Messages may be sent at any time

Access



  1. Account | Select Required Account |  | Account Details | 
  2. | Select Required Account | 
Note: The SMS Function is only available if the SMS Configuration is setup on the Communication Control Details

Process 

The below dialog will be presented:


Dialog Specific Fields

Field
Explanation
Mobile Number
Enter the Clients Mobile Phone Number, Multiple number can be entered here separated by a ; or ,

The number cannot have any spaces in it or the message will not send

If a mobile number has been set up on the client record this will prefill here
Message
Enter the SMS text message
Message Length
Display only field

Shows the number of characters remaining

There is a limit of 459 characters per message

then 

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