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SMS Nested Tab

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX SMS Nested Tab March 20, 2024 0.3

 

This article was developed to describe how to utilize the SMS Nested Tab found in the Client Dashboard This article includes the following topics:

SMS tab overview

The SMS nested tab in the Client Dashboard allows you to have full SMS (text) conversations with a contact through the Forth CRM software while viewing and storing the messages in the SMS tab.

NOTE
The SMS module is optional. If you have it, the tab will be available to yoy. It is an integration that works with Twilio and Ytel SMS.


SMS Nested Tab View Mar2024.png


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Sending an SMS message

IMPORTANT
If there isn't a phone number or a green checkmark checkmark_circle_green.png in the bottom right of the message box, the number on file is unable to receive SMS messages.
  1. From within the Client Dashboard, click the SMS tab.
  2. Do one of the following in the message field:
  • Begin typing a custom message to the client; or
  • Select an option from the Select a Template menu if you have a preset message you want to use.

    SMS Template Select 1.gif

  • In the Select a Phone Number dropdown menu, select the phone number you want the message to be sent from and replied to.
  • Click the Send Message button.

    NOTE
    When the contact responds, an in system pop-up notification displays.

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Article Version History: 

Version Effective Date Description
Basic 03/31/2021 Initial Release
0.1 02/04/2022 Minor Grammatical Updates
0.2 03/20/2023 Added header and version control footer; Refreshed one screenshot to remove DPP reference.
0.3 03/20/2024 Refreshed the initial screenshot to improve legibility.
     
     

 

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