SMS
Program Navigation: Simplicity > toolbar Frame > Master Data > CRM Templates > SMS template
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Navigation: The User Interface > What is in Simplicity > Main Menu > Master Data > CRM Template > SMSProgram Navigation: Simplicity > toolbar Frame > Master Data > CRM Templates > SMS template |
oAn SMS template provides a pre-formatted text that can be used to send a text message, without writing the text each time.
oSMS templates also include Merge Fields that incorporate the client's data or information in the SMS that is saved in the Simplicity database.
This is an example of the SMS Template browse
This is an example of the SMS Template form
The following features can be found on the SMS CRM template form:
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·Description: oAllows the user to insert a name for the SMS template.
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oAllows the user to insert a specific database field into the body of the SMS script as a merge field.
·Character Count: o A field at the bottom of the window that indicates how many characters are allowed in the text messages, if the limit is exceeded the record cannot be saved. |
General Features available in this window:
Ø Text box
Ø Sort
Ø OK
Ø Cancel