How to send an SMS to a Contact
This article explains how to send one-off messages to contacts from anywhere in Fortix.
Click Customers heading in the CONTACTS menu. The Contacts page opens with a list of Contacts.
Find CONTACT DETAILS column in the list view. Click the Send SMS icon.
The address bar link is:/?customers
The SEND SMS form opens with the Customer details populated.
Click the down arrow in the Template field and select the correct Template to use in the Text message.
The braked Tag information is used to personolise the text message. Click SEND.
The message will now appear in the Outgoing SMS Queue.
SMS messages can be send from Work Requests.
SMS messages can be send from Opportunities.
SMS messages can be send from Projects
SMS messages can be send from Invoices.
SMS messages can be send from Quotes.