How do I send an SMS Message from Platinum?

Summary

This article will explain how to set up SMS messaging on your Platinum system to enable you to send messages to your customers, prospects, suppliers or anyone for that matter.

More Information

Is SMS messaging already set up on my system?

To find out if SMS messaging is already set up on your system, follow the instructions found here.

Setting Up SMS Messaging

If you do not have SMS messaging set up on the system, you will need to ring your sales representative. If this is Catalyst, telephone 0116 2301500, ask for a member of the Sales Team and mention SMS messaging. They will then start the process to enable SMS messaging on your system.

Sending an SMS Message

Once SMS messaging has been set up on your system, you can start sending messages. SMS messaging is available from anywhere in the Platinum system.

To send a message:

• Click on " Messages" on the menu bar at the top of the screen.
• Choose the " SMS Messaging" option to popup the " Send SMS" window.
• At "Number" enter the mobile phone number of the person you want to receive the SMS message.
• At "From", if desired, enter up to eleven characters that will appear on the receiver's mobile phone as who the message is from.
• At "Notes" type the message you want to send to the recipient. Remember to keep an eye on the length of the message to avoid going over the limit of a single SMS message and being charged for two.
• Once you have finished typing the message, press [Send] or <F2> to send the message.

If you have run out of SMS credits, follow the instructions on how to buy more here.

The " Send SMS" popup can automatically pick up the mobile phone number if you are looking at something in the system linked to a customer, supplier or prospect that has a mobile phone number entered in the system. For example: If you are looking at a vehicle that belongs to a customer. If you are looking at a workshop job for a customer.

I want to send my message to more than one recipient

If this is you, follow these instructions on how to turn your message into a bulk message allowing you to send the message to many recipients at once.

I often find myself sending out the same message

If this is you, follow these instructions on how turn your message into a standard message to save time.

See Also

• How do I send bulk SMS messages?
• How do I send a Standard SMS Message from Platinum?
• How do I check how many SMS credits I have left?

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Keywords AND Misspellings

SMS, Short Message Service, Text, TXT, Message, Messages, send

Tags

GR08