Send a Text Message to One Person
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.
- Click on the person’s name from the list that appears.
- Click on the “Communications” tab
- Click on the “Send Text Message” subtab
- Enter the text of the message (there is a maximum 157 characters permitted in a text message)
- Select the desired Modules associated with this message. Only administrators of the selected modules will be able to see this text message in the history.
- For example: If you select only Client, only administrators of the Client module will be able to see this text.
- Optional: Check “Send me a copy of this message” to have a copy of the text message sent to the email address associated with your profile
- Optional: Check “Include recipient list in my copy”
- Click the [Send Text Message] button
Send a Text Message to Multiple People
- Go to Communicate, then click on “Send Text Message” found in the sidebar under Text Messaging
- Search for the desired profiles
- Enter the text of the message (there is a maximum 157 characters permitted in a text message)
- Select the desired Modules associated with this message. Only administrators of the selected modules will be able to see this text message in the history.
- For example: If you select only Client, only administrators of the Client module will be able to see this text.
- Optional: Check “Send me a copy of this message” to have a copy of the text message sent to the email address associated with your profile
- Optional: Check “Include recipient list in my copy”
- Click the [Send Text Message] button