...
SMS Messages in Framework are supported by the Perspective Gateway.
SMS Messages List
Column | Description |
|---|---|
Created | Date and time the SMS was created. This column can be sorted by clicking the column heading. |
Sent | Date and time the SMS was sent. Important: Sent refers only to the processing of the SMS message through |
Perpsective Gateway to the provider. It is not confirmation that the recipient has received the SMS. | |
Status | Current state or final outcome of the sent message. This includes:
|
| |
From | User who created the message. |
To | Recipient(s) of the SMS. Note: Only the first recipient in the list will appear on the screen. Multiple recipients will be indicated by a + symbol and a number indicating the number of extra recipients. |
Message | First characters of the SMS content. |
| Job # | Job Number associated with the message. Tip: To load the relevant job, highlight the message and click the Select button. |
Procedures
Creating An SMS Message
...
The New SMS dialog allows you to send SMS messages to custom contacts, client contacts, or Framework ECM entities.
Job Group
Field | Description |
|---|---|
Specific? | Indicates whether the SMS is specific to a job. If an SMS is launched from the Job SMS Messages screen |
, by default this will be set to Yes and the Number field will display the associated job number. If launched from the Comments |
or SMS Message |
screens, by default this will be set to No. This field can be modified. | |
Number | Job number. This field is locked if the Specific? field is set to Yes. |
Include Job #? | Indicates whether the job number will be included in the SMS message content. Note: When this field is modified, the Message box is reset to the default contents. |
Include Job Address? | Indicates whether the job address will be included in the SMS message content. Note: When this field is modified, the Message box is reset to the default contents. |
SMS Group
The fields in this group are locked and updated automatically.
Field | Description |
|---|---|
Created | Date and time the SMS was created. |
Status | Current state or final outcome of the sent message. This includes:
|
From | User who created the SMS. |
From Number | Number visible to recipients of the SMS. |
Sent | Date and time the SMS was sent. |
Recipient: Custom Group
Allows you to enter a custom mobile number and name for those recipients not available in Framework ECM.
Field | Description |
|---|---|
Name | Name of the SMS recipient. |
Number | Mobile number of the SMS recipient. Tip: Recognised SMS number formats: |
The button is used to add a custom recipient to the SMS Recipients list.
...
Allows you to select from a list of contacts for the currently selected client to add to the SMS Recipients list. All Client Contacts against the selected job are listed. Those with mobile telephone records have that number displayed.
Column | Description |
|---|---|
Name | Name of the client contact. |
Number | Mobile number of the client contact. |
The button is used to add a selected client contact to the SMS Recipients list.
...
Allows you to select from a list of Framework ECM entities, such as staff members, to add to the SMS Recipients list.
Field | Description |
|---|---|
Entity Role | The Entity Role drop-down list is used to select an entity role, such as staff member, administrator, etc. This refreshes the Entities list. |
Search | Once an entity role is provided, enter search criteria to narrow the number of names displayed in the Entities list. Example: Enter 'g' in the Search box to display entities that begin with the letter 'g'. |
Entities List
Allows you to select from a list of Framework ECM entities to add to the SMS Recipients list.
...
Note: Each 160 character message is considered a unit and multiple units will incur use of multiple monetary credits.
Buttons
Button | Description |
|---|---|
Click to allocate an entity to the SMS Recipients list. The three allocate buttons apply to the following groups:
| |
Click to remove all recipients from the SMS Recipients list. | |
Click to remove the selected recipient from the SMS Recipients list. | |
Click to send the SMS message to the selected recipients. The OK button will only become available when a legitimate recipient is present in the SMS Recipients list. Once the OK button is clicked, the message is sent and is processed by CCG Gateway. | |
Click to cancel the SMS message. |