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
Step 1: Click On Send SMS
In a Case record click on the Send SMS button.
Step 2: Send SMS Screen
You will be taken to the SMS screen.
See the screenshot for how to use the fields on screen.
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.
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.