If you want to have text messages linked to an activity sent out, you must have the text messages enabled. If text messages have not been enabled, please contact us via the helpdesk.

If you have text messages enabled, please follow the instructions below

For a new activity:

  1. Click on the Activities button at the top of the dashboard.
  2. Click Create New Activity.
  3. Fill in the fields.
  4. On the right hand side there is a section called Text Messaging.
  5. Depending on the text message set up there maybe multiple text message options available, tick the appropriate messages.
  6. Click Save.

For an existing activity:

  1. Click on the Activities button at the top of the dashboard.
  2. Click Edit next to the appropriate activity.
  3. On the right hand side there is a section called Text Messaging.
  4. Depending on the text message set up there maybe multiple text message options available, tick the appropriate messages.
  5. Click Save.