About Sending a
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Text Message
SmartAdvocate® SmartAdvocate can be integrated with several text messaging services. When enabled, this integration will allow you to send and receive text messages in SmartAdvocate®SmartAdvocate. Photographs can be received as part of a text message , if your text messaging service supports this function. The number of characters allowable in a text message is dependent upon the particular text messaging service. [
Please contact SmartAdvocate® at 1-877-GET-SMART (1-877-438-7627) if you need additional information or to have Texting Integration implemented on your system].
Individual as well as mass text messages are supported.
Sending Texts
Click on the Text Message Icon to display the text dialog box.
To: The name of any contact from the case to whom the text will be sent.
Phone number: The phone number to which the text will be sent. The dropdown will list all phone numbers for the chosen contact, along with a designation of which have been marked on the Contact Card as being capable of receiving texts.
Use Template: Allows you to use any Text Template that have been set up in your system.
Text: The text of the message that will be sent.
Mass Texts
The Mass Texting option is available from the Case Browse results page. See Mass Texting for details. us at sales@smartadvocate.com for information about the most current integrations available.
Select Send Text.
Select To from the dropdown menu.
Select a phone number from the dropdown menu.
If the contact does not have a phone number, select NEW to add a phone number.
If previous text messages have been sent to the contact selected in the To field, they will be stored here.
Messages from other contacts will not be listed unless selected from the dropdown menu. All texts in the case are stored in the Notes panel on the Case Summary page.ATTACH allows you to add files from your computer.
SELECT allows you to search from within SmartAdvocate.
Select a Template from the dropdown menu.
Select AI Rewrite to allow Artificial Intelligence to rewrite your text message.
The text message will be displayed here. If applicable, edit the message.
Select SEND.
Otherwise, select CANCEL to return to the previous screen.
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