How to Send Text Messages
To be able to send text messages, you must first set up your email in MaxxTraxx see: Email Setup
- Open the customer's record
- Click on the Phones link in the list on the left side of the window
- Either click the Add Phone button to add the customer’s cell phone number, or if you already have it entered, select it in the list, then click the Edit button
- Make sure to choose the Type of phone as Mobile
- Click the Send text messages to this number using the following cell phone provider box
- Choose the customer’s cell phone provider from the drop down box
- Click the Send Text Message box
- Type in a Subject and a Message
- Click the Send button
- Click Ok to close the window
Going forward, you will be able to click the Send Text Message box at the bottom of an open RO.
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