Difference between revisions of "How do I send a standard SMS message from Platinum?"
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== Summary == | == Summary == | ||
| − | The ability to send | + | The ability to send standard SMS messages from the Platinum system. |
== Additional Information == | == Additional Information == | ||
| − | Go to the location in | + | 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 === | === Selecting SMS Sending Facility === | ||
| − | * Click on '''Messages''' on | + | * Click on '''Messages''' on the menu bar at the top of the screen. |
* Click on '''SMS Messaging''' on the drop down menu. | * Click on '''SMS Messaging''' on the drop down menu. | ||
| + | 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 Macro Message === | ||
| − | * Click on '''Macro''' on | + | If you often send the same message you can save typing it every time by recording a "macro". |
| + | * Click on '''Macro''' on the menu bar at the top of the screen. | ||
* Click on '''Macro Manager''' on the drop down menu. | * Click on '''Macro Manager''' on the drop down menu. | ||
* Press {{KeyPress|F6}} to create a new Macro. | * Press {{KeyPress|F6}} to create a new Macro. | ||
| − | * At the {{DataPrompt|Sort code}} | + | * At the {{DataPrompt|Sort code}} enter a 3 character code to label the macro then press {{KeyPress|RET}}. |
| − | * At the {{DataPrompt|Name}} | + | * At the {{DataPrompt|Name}} enter a name for the message and press {{KeyPress|RET}}. |
| − | * At the {{DataPrompt|Description}} | + | * 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. | |
| − | * Press {{KeyPress|F2}} to start recording macro. | ||
{{Note|text=A prompt will appear asking ''"Do you want to start recording?"'' press {{Button|Yes}}.}} | {{Note|text=A prompt will appear asking ''"Do you want to start recording?"'' press {{Button|Yes}}.}} | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|RET}} to go to {{DataPrompt|From:}}. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|RET}} to go to {{DataPrompt|Notes:}}. |
| − | * Type | + | * Type your message in the lines provided. |
| − | {{Note|text=The | + | {{Note|text=The message length is only 160 characters long. Anything over that amount will be added to a second message.}} |
| − | * Once | + | * Once finished press {{KeyPress|A-M}} to stop the Macro. |
| − | * A | + | * A prompt will appear stating ''"The Macro recording has been stopped and saved."'', press the {{Button|OK}} button. |
==== Example ==== | ==== Example ==== | ||
| Line 38: | Line 39: | ||
}} | }} | ||
| − | === Sending 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 | + | * Click on '''Messages''' on the menu bar at the top of the screen. |
* Click on '''SMS Messaging''' on the drop down menu. | * Click on '''SMS Messaging''' on the drop down menu. | ||
| − | * Press the relevant '''Hot Key Number'''. | + | * Press the relevant '''Hot Key Number'''. E.g. {{KeyPress|A-1}}. |
| − | * If the system has entered the | + | * If the system has entered the mobile telephone number of the customer press the {{Button|Send}} button. |
| + | == See Also == | ||
| + | * [[How do I send bulk SMS messages?]] | ||
{{FAQ}}{{KB_Tags|SMS, Standard, Message, Text, TXT, Messages, saved}} | {{FAQ}}{{KB_Tags|SMS, Standard, Message, Text, TXT, Messages, saved}} | ||
Revision as of 09:10, 17 June 2009
Contents
Summary
The ability to send standard SMS messages from the Platinum system.
Additional 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 Macro Message
If you often send the same message you can save typing it every time by recording a "macro".
- Click on Macro on the menu bar at the top of the screen.
- Click on Macro Manager on the drop down menu.
- Press <F6> to create a new Macro.
- At the "Sort code" enter a 3 character code to label the macro then press <Enter>.
- At the "Name" enter a name for the message and press <Enter>.
- At the "Description" enter a brief description of what the message will say.
- At the "Hot Key Number" enter a number from '0-9'.
- Press <F2> to start recording the macro.
 | A prompt will appear asking "Do you want to start recording?" press [Yes]. |
- Press <Enter> to go to "From:".
- Press <Enter> to go to "Notes:".
- Type your message in the lines provided.
| The message length is only 160 characters long. Anything over that amount will be added to a second message. |
- Once finished press <Alt+M> to stop the Macro.
- A prompt will appear stating "The Macro recording has been stopped and saved.", press the [OK] button.
Example
 |
|
Sending the message
To send the message that has now been saved:
- Click on Messages on the menu bar at the top of the screen.
- Click on SMS Messaging on the drop down menu.
- Press the relevant Hot Key Number. E.g. <Alt+1>.
- If the system has entered the mobile telephone number of the customer press the [Send] button.
See Also
