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1. To an individual

In the contact details area within a record:

  • Click the icon to the right of a mobile phone number and select Send SMS message

  • Enter your message and click Accept

2. To matched applicants

From the list of matched applicants:

  • Click Print

  • Select SMS and click Proceed

    Depending on your configuration, text may be entered automatically but can be added to or edited before sending

  • Use the list below the message to determine who is to receive it, then click Accept to send

3. From a diary appointment

Create the diary appointment, as usual:

  • Click Print

  • Select SMS and click Proceed
    Depending on your configuration, text may be entered automatically but can be added to or edited before sending

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  • Use the list below the message to determine who is to receive it, then click Accept to send

4. From a Power Report

  • Construct your report criteria and click Run report

  • From the report results, click Print

  • Select SMS and click Proceed

  • When contacts within your list have opted out of direct marketing, a prompt will be displayed to allow you to choose whether they should be included in this communication

  • Enter your message and use the list below the message to determine who is to receive it
    Click Accept to send

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