Difference between revisions of "How do I send a standard SMS message from Platinum?"

From Catalyst
Jump to: navigation, search
m
Line 11: Line 11:
 
You can now enter a message then click {{Button|Send}} to send the message to the customer's mobile number.
 
You can now enter a message then click {{Button|Send}} to send the message to the customer's mobile number.
  
−
=== Creating a Macro Message ===
+
=== Creating a Standard Message ===
−
If you often send the same message you can save typing it every time by recording a "macro".
+
If you often send the same message you can save typing it every time by creating a standard message. For details on creating a standard message click [[How do I Create a Standard Message?|here]].
−
* Click on '''Macro''' on the menu bar at the top of the screen.
 
−
* Click on '''Macro Manager''' on the drop down menu.
 
−
* Press {{KeyPress|F6}} to create a new Macro.
 
−
* At the {{DataPrompt|Sort code}} enter a 3 character code to label the macro then press {{KeyPress|RET}}.
 
−
* At the {{DataPrompt|Name}} enter a name for the message and press {{KeyPress|RET}}.
 
−
* At the {{DataPrompt|Description}} enter a brief description of what the message will say.
 
−
* At the {{DataPrompt|Hot Key Number}} enter a number from {{DataValue|0-9}}.
 
−
* Press {{KeyPress|F2}} to start recording the macro.
 
−
{{Note|text=A prompt will appear asking ''"Do you want to start recording?"'' press {{Button|Yes}}.}}
 
−
* Press {{KeyPress|RET}} to go to {{DataPrompt|From:}}.
 
−
* Press {{KeyPress|RET}} to go to {{DataPrompt|Notes:}}.
 
−
* Type your message in the lines provided.
 
  
−
{{Warning|title=WARNING|text=A Standard SMS Message is '''160''' Characters long, so if the message you wish to send is more than '''160''' characters the system will use more than one message credit to send the required text. A warning will appear in the bottom left of the messaging box once the message goes over this number of characters and tells you how many characters your message is using, thus allowing you to trim the message down if required.}}
+
{{Warning|title=WARNING|text=A Standard SMS Message is {{DataValue|160}} Characters long, so if the message you wish to send is more than {{DataValue|160}} characters the system will use more than one message credit to send the required text. A warning will appear in the bottom left of the messaging box once the message goes over this number of characters and tells you how many characters your message is using, thus allowing you to trim the message down if required.}}
−
 
 
−
* Once finished press {{KeyPress|A-M}} to stop the Macro.
 
−
* A prompt will appear stating ''"The Macro recording has been stopped and saved."'', press the {{Button|OK}} button.
 
−
 
 
−
==== Example ====
 
−
{{Example|text=
 
−
* {{DataPrompt|Sort code:}} {{DataValue|ST1}}.
 
−
* {{DataPrompt|Name:}} {{DataValue|Vehicle Collection}}.
 
−
* {{DataPrompt|Description:}} {{DataValue|A message to customer notifying that vehicle is ready}}.
 
−
* {{DataPrompt|Hot Key Number:}} {{DataValue|1}}
 
−
}}
 
  
 
==== Sending the message ====
 
==== Sending the message ====
 
To send the message that has now been saved:  
 
To send the message that has now been saved:  
−
* Click on '''Messages''' on the menu bar at the top of the screen.
+
* Go to {{Menu|Messages|SMS Messaging}} at the top of the Platinum screen.
−
* Click on '''SMS Messaging''' on the drop down menu.
+
* Click the relevant standard message.
−
* Press the relevant '''Hot Key Number'''. E.g. {{KeyPress|A-1}}.
 
 
* If the system has entered the mobile telephone number of the customer press the {{Button|Send}} button.
 
* If the system has entered the mobile telephone number of the customer press the {{Button|Send}} button.
  

Revision as of 11:32, 10 September 2012

Summary

The ability to send standard SMS messages from the Platinum system.

More Information

Go to the location in Platinum where you would like to send the standard messages. E.g. if sending a message to a customer that his bike is ready, you would need to go into the workshop job.

Selecting SMS Sending Facility

  • Click on Messages on the menu bar at the top of the screen.
  • Click on SMS Messaging on the drop down menu.

You can now enter a message then click [Send] to send the message to the customer's mobile number.

Creating a Standard Message

If you often send the same message you can save typing it every time by creating a standard message. For details on creating a standard message click here.

WARNING: A Standard SMS Message is '160' Characters long, so if the message you wish to send is more than '160' characters the system will use more than one message credit to send the required text. A warning will appear in the bottom left of the messaging box once the message goes over this number of characters and tells you how many characters your message is using, thus allowing you to trim the message down if required.

Sending the message

To send the message that has now been saved:

  • Go to " Messages SMS Messaging" at the top of the Platinum screen.
  • Click the relevant standard message.
  • If the system has entered the mobile telephone number of the customer press the [Send] button.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
SMS, Short Message Service, Text, TXT, Messages, saved
Tags

GR08

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_send_a_standard_SMS_message_from_Platinum%3F&oldid=12730"