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How can I send an SMS from the Organizations module?

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You can send an SMS from an organization record from the Organizations module.

Follow these steps to send an SMS:
  1. Click the Menu icon.
  2. Go to the Essentials tab.
  3. Click the Organizations module.
  4. The List View displays all the organization records.
  5. Hover over an organization record to display the SMS icon.
  6. Click the SMS icon (). 
  7. In the Send SMS window, click the Select Fields to display the available phone number.
  8. Select the phone number you want to send the SMS to.
  9. Type the message you want to send.
  10. Click Send.
  • You can send an SMS only to mobile phones. 
  • Ensure that phone numbers are saved in the international E.164 format. 
  • SMS service providers need to be configured for your contact before you can send an SMS. 
  • Any message you send will have a character limit of 160. Anything above this will be sent in a subsequent message. 
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