Adhoc SMS Alerts

In this article we look at how to send out ad-hoc SMS messages from both the Quote and Sales Order entry forms.

Templates

Templates are created for not only automatic messages but also adhoc messages that can be triggered from the Quote and Sales Order entry forms.

Following is an example of a Quote SMS template that has been created.

Note that the Automatic flag has been un-checked on this template as this will not be an automatic message that goes out.

Sales Quote Entry Form

A new SMS button is available on the menu ribbon.

When users click on the SMS button the SMS Message popup is displayed.

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