Send an SMS Using a Template⚓

Before sending an SMS, be sure that the addressee has a correct mobile phone registered.

Open the Pre-Case, go to the Timeline and click on the + sign. A window opens with different options, select SMS.

Select to whom you will send the SMS. It could be to the Requester, the contact person or both.

Click on the SMS template to select a pre-defined template.

Note :

You can modify the content of the template.

Warning : Important⚓

Do not insert any personal data or confidential information into the message. The SMS must be used only for notification purpose (e.g. please contact us) but not to exchange information about the Pre-Case.

Warning :

The number of characters must be limited to 160 charachters to fit into one SMS. If the length exceeds 160 charachters the message will be split into several messages at the receiver.

Click on the Send button to send the SMS.

Once the SMS is sent the SMS content is registered in the Timeline of the Pre-Case.