Send SMS/Email

  1. Go to All Modules  and click on the Customer link. You will be taken to the Customer page.

  2. Find the customer to whom you want to send a message / email to. If necessary, use the filter options (search, sort, etc.) to find them. 

  3. Hover the cursor over their row. A context menu (the three dots) appears on screen. Click on it.

 

  1. Now you can:

    1. Send SMS: Clicking on this option opens an entry form. Enter the message and insert other information from the options. You can even grant the SMS recipient access to the portal using the Magic Link option. Finally, click on the Send SMS button.

    2. Send Email: Clicking on this option opens an entry form. Enter the subject of the email and the message (body content) in it. Insert the additional information from the option if required. You can even grant the email recipient access to the portal using the Magic Link option. Finally, click on the Send Email button.

 

Send Bulk SMS/Emails

To send a common message or email to multiple customers quickly, follow these steps:

  1. On the customer page, (All Modules > Customer), select the vendors from the table by hovering the cursor over them and clicking in their respective checkboxes. (To find more customers, search for or filter them.) 

  2. The Email and SMS options appear on screen; click on either of them.

  3. An entry form opens on screen as explained in step 4 above.

Headings