SMS from The Finance Shop

Owned by Matthew Garrett
Last updated: Mar 26, 2020
1 min read


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The Finance Shop Release Notes


     

        

Wherever you see a mobile number, you can now SMS your clients and contacts directly from TFS

When you clcik on the SMS symbol the communications dialog will open

  1. Click on the number that you want to send the SMS to.
  2. Click on the Add to Recipients button,
  3. Type your SMS message.
  4. Click OK.

You can see all SMS messages that have been sent in the Client SMS screen in the CRM section.