Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Find a case you are a staff member of in SmartAdvocate.

  2. Make sure your contact card has your cell phone number and the number has text selected.

  3. Select the text icon from the quick add bar.

  4. Select your name in the “To” section and click send thereafter.

  5. You will receive a text message on your cell phone.  Reply to the text message with a plain text message.

  6. Next reply to the text message with a photo and or video.

  7. Once you have sent the text messages with and without photo, go back to the case in SmartAdvocate.  Go to the notes screen of the case and verify the text messages you have sent. They will be under the type of Incoming text message. You will see the plain text and the mms attachment.  

  8. Any MMS text messages will also appear in the documents screen of the case.

  9. To create text message templates please go to admin > text message templates.


If you have further questions about RingCentral directly, please contact:

Jacob Balandra
ACCOUNT EXECUTIVE – SMB SALES UCAAS CAAS
Connect with me: +1-212-274-8211
jacob.balandra@ringcentral.com