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To see the SMS option in the CRM submenu on the sidebar you need to set the following preference;
| 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 \ Communication \SMS 3) Click on SMS Service Enabled? 4) Click Modify 5) Toggle the value to Yes by pressing the space-bar and click OK. |
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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 \ Communication \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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