Send A Text Message

This guide will show you how to send a text message from a Case record.

Users must be assigned both the TXTinIT user license and the appropriate permissions to access TXTinIT features.

Send A Text Message

1. click on send sms button.png

Step 1: Click On Send SMS

In a Case record click on the Send SMS button.

2. sms screen.png

Step 2: Send SMS Screen

You will be taken to the SMS screen.
See the screenshot for how to use the fields on screen.

3. filled in screen.png

Step 3: Fill In The Details

Select a Phone Field. This will automatically populate the To Phone field.
Optionally select a Template. This will automatically populate the Body field if selected.
Click Send.

4. outbound messages captured.png

Step 4: View Historical Messages

All outbound text messages are captured as Task records. You can see it on the parent record as an Activity.