The Free Form SMS feature is an advanced feature. If you would like more information please speak with your Account Manager.
The clixifix® Free Form SMS feature allows you to create bespoke messages on a Defect. This can be useful for sending information or reminders relating to a Defect e.g. clearing work surfaces/ventilating the work space etc.
Sending an SMS Message
Step 1: Within the SMS tab on the Defect select 'Send New SMS Message'
Step 2: The SMS modal will appear, where you can choose the recipient(s). This can be the Plot or Defect contact, and you can select multiple contacts if required.
Step 3: Use the free type box to type your message, or select 'Use Template' to insert a prewritten message created by your business. Templates can still be edited before sending.
Step 4: Click 'Send Message'.
Audit Trail
An audit trail will be recorded in both the SMS tab and the Defect comments. This includes the date and time, message content, and recipients. You can use the Status Key within the SMS tab to see if the message has sent and get more information on the recipient by clicking the phone icon.
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