TFS 2016, Version 12, sees the introduction of the ability to communicate with clients, client contacts, entities and entity contacts via SMS directly from TFS. This functionality is directly related to the Annual Support and Maintenance (ASM) agreement. If ASM is not current then you will not be able to send SMS messages from within TFS
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Settings for SMS
Before you can utilise the functionality you will need to edit some Preference settings within the TFS Administration program
CRM - Show on Sidebar - SMS?
To see the SMS option in the CRM submenu on the sidebar you need to set the following preference;
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1) Select Security \ Preferences. 2) Select TFS Main Program \ Appearance \ CRM. 3) Click on Show on Sidebar -SMS? 4) Click Modify 5) Toggle the value to Yes by pressing the spacebar and click OK.
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Tools - Show on Sidebar -SMS?
To see the SMS option in the Tools menu on the sidebar you need to set the following preference;
| 1) Select Security \ Preferences. 2) Select TFS Main Program \ Appearance \ Tools. 3) Click on Show on Sidebar -SMS? 4) Click Modify 5) Toggle the value to Yes by pressing the spacebar and click OK.
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SMS Service Enabled?
To be able to use the SMS functionality you need to enable the Service.
| 1) Select Security \ Preferences. 2) Select TFS Main Program \ Settings \ SMS 3) Click on SMS Service Enabled? 4) Click Modify 5) Toggle the value to Yes by pressing the spacebar and click OK. |
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SMS Service 'From' Number
You have to define the number that will be shown as the from number to the person receiving the SMS message.
| 1) Select Security \ Preferences. 2) Select TFS Main Program \ Settings \ SMS 3) Click on SMS Service 'From Number' 4) Click Modify 5) Enter the phone number the person receiving the text will see click OK. |
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