Automate Sending SMS
Setup Triggered Correspondence using SMS in RMS.
Have your System Administrator complete the following.
- Go to Setup > Correspondence > Triggered Correspondence in RMS.
- Select 'Add'.
- Enter a Description for the Triggered rule.
- Select 'SMS' as the Format.
- Select an SMS Template.
- Select any Additional Rules required.
- Choose a Trigger Action.
- Select Recipients.
Go to Setup > Correspondence > Triggered Correspondence in RMS.
Select 'Add' to create a new Triggered Correspondence Rule.
Enter a Description for the triggered rule.
Select 'SMS' as the format.
Select an SMS template.
Select any additional rules required.
Choose the Action or Time that will trigger the SMS to send.
Select the recipients to receive this triggered SMS.
Select 'Save/Exit' to store the changes made.
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