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Julie Doyle-Whitelock

Julie Doyle-Whitelock

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GroupFieldDescriptionActions
JobSpecific?Is this SMS for the current Job only?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.

Number

Current Job Number

This field is locked if the Specific? field is set to Yes.

Include Job #?

Is the Job Number to be included in the SMS content?

Toggling to Yes will insert the Job number directly into the new message.

Include Job Address?Is the Job Number to be included in the SMS content?Toggling to Yes will insert the Job address directly into the new message.
SMSCreatedDate & Time SMS record was created

Status

Status of the SMS. 

Current state or final outcome of the sent message. This includes: 

  • Ready To Send: The SMS is waiting for the CCG Monitor to process.
  • Sent: The SMS has been processed and sent with no errors.
  • Not Sent: Message Expired: The message will not be sent. The pathway was inactive for a time long enough to exceed the expiry time set in the preferences.

FromLogged in

User who created the SMS.



From NumberThe number the recipient will see as the Sender.    This is set in Security Preferences.

SentDate and Time the SMS was sent to the Insula Gateway
CommentInclude in Reporting?


Add Follow Up?Is a Follow Up item to be raised from this SMS?Selecting Yes will create a CRM Follow Up item.
Recipient: Custom

Name

Number

Name and Mobile phone number of the recipient

If the intended recipient is not a Client Contact for the selected Job or is not a Framework Entity, the Name and Number can be entered here.

The Copy button  is then used to move to the SMS Recipients list.

Tip: Recognised SMS number formats:

  • Australian SMS numbers can be formatted with the 61 country code or local 0, with spaces or without,
    For example; +61 4XX XXX XXX, 614XXXXXXXX, 04XX XXX XXX, 04XXXXXXXX
  • International numbers must include the international dialling code, country code, and mobile number. 
    For example; +[CountryCode][MobileNumber], +358 40x xxx xxx.
Recipients: Client Contacts

Name

Number

Name and Mobile phone number of Client Contacts for the current Job.

Note: Only contacts with a Mobile telephone number recorded will be displayed in the list for selection.

Highlight contacts and use the Copy button  to move them to the SMS Recipients list.

Tip : To select multiple contacts, use Shift key and click to select a group, or Ctrl and click to select individual records.

Recipients: Framework EntitiesEntity RoleThe role group.  This defaults to Staff Member.

Select the specific role group from the drop down list.

The Entities list will populate with entities that have mobile numbers and area eligible to be selected.


SearchFree text search of the entities being displayed.Tip : The search operates from the beginning of the name only.
Entities

Name

Number


Highlight contacts and use the Copy button  to move them to the SMS Recipients list.

Tip : To select multiple contacts, use Shift key and click to select a group, or Ctrl and click to select individual records.

SMS Recipients

Name

Number

This lists the Name and Number of the Contacts and Entities the SMS will be sent to.  

The Recipients can be removed from the list by using the  button, or by selecting individual records and using the  button.





Message
This is the message content that will be sent via SMS.  

There is a default message on creation, but this can be modified using the editor.



Applying a Template

A Template can be applied to the message. This is selected using the  button, and selecting from the Select SMS Template dialog.

Tip: Once a template is applied, it can still be edited within the Message.

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