Doc. Number | Article Title | Effective Date | Version |
FHC-XX | SMS: Sending and Receiving SMS Messages | April 15, 2024 | 0.3 |
This article includes the following topics:
Sending and receiving SMS messages
- From the Client Dashboard, go to the SMS tab.
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Do either of the following:
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Type in a custom message; or
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Select a template by selecting from the "Search for a template" dropdown menu on the left side of the section.
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- Select the phone number that this SMS text message will send to.
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The phone number this SMS text message will be sent from is automatically assigned if the contact has a cell phone number listed on the left side of the client dashboard.
NOTE
The SMS platform will check all 3 of the contact's phone numbers (Home, Work, and Cell). If none of these numbers are detected as a valid mobile number, the system will use the Cell Phone. - Click Send Message.
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To view a sent message, from the Client Dashboard, go to the History tab.
Troubleshooting
A client replied to my SMS text message but I don't see it.
This likely means that there are duplicate contact files linked with your Twilio account that have the same mobile phone number. The system will add the reply to the contact record that was most recently sent an SMS text message.
Article Version History:
Version | Effective Date | Description |
Basic | 08/06/2018 | Initial Release |
0.1 | 01/18/2022 | Minor Grammatical Updates |
0.2 | 04/11/2023 | Added header and version control footer; |
0.3 | 04/15/2024 | Refreshed all screenshots to improve readability and reflect the current user interface. |