Communication templates can be created as standard templates for Word documents, email and sms communication to clients. The Communication template can be created for any one of these communication methods or one template can house all three methods for a specific topic.
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- Select CRM\Comments from the Sidebar.
- On the bottom right of the screen, click New. The New Communication dialog will be displayed.
- Click on the SMS icon to launch the New SMS
- In the body of the dialog, select the required options:
Job specific? – if set to Yes, the Job Number for the current job selected is shown and you have the option to select if the SMS is to include the Job number and address. If set to No, the SMS will not be specific to the Job.
SMS – displays the default From Number for all sms messages.
Comment – allows the option to include the comment in reporting and the addition of a Follow Up.
Recipient: Custom – allows the addition of a recipient that is not associated with the job in Framework. Once the name and number have been added, click the >> button to add the number to the SMS Recipient section.
Recipients: Client Contacts – highlight the Client Contact listed the sms is to be sent to and click the >> button to add the number to the SMS Recipient section.
Recipients: Framework Entities – the Entity Role selection defaults to Staff Member. Click on the down arrow to select another entity role. The entities with mobile numbers will display in the Entities list. Highlight the Entity listed the sms is to be sent to and click the >> button to add the number to the SMS Recipient section.
SMS Recipients – Any recipients selected from the Recipient: Custom, Recipients: Client Contacts or Recipients: Framework Entities will be displayed here.
Message – A signature is automatically included which shows the name of the user logged in and the name of the Region/Division logged into. - To select a Communication Template, click on the ellipses next to the Message click on the ellipses to launch the Select SMS Template
- Select the Group the communication template is located in from the SMS Template Groups.
- Select the template from the SMS Templates and click OK. The body of the Message will be automatically populated from the communication template selected.
- Click OK to send the sms.
- A Comment will be added to the Comment Overview screen and the Method for the comment will show Sent SMS.
If any part of this fails, check to see if you can browse to the following APIs on IE
http://gatewaysmsapi.pstpf.com.au/api/metadata
http://gatewayemailapi.pstpf.com.au/api/metadata
If not, add an exception (trusted sites) and try again. If you need any help, ask Nic or Sam.