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How to text multiple recipients

Note Consultants need to have permission to Text set (Maintenence → Users)

  1. Open the Company Selector if you are sending the text to Company People; open the Person Selector if you are sending the text to Candidates.

  2. In the Search view use the criteria for 'Has a Mobile' or other relevant criteria.
    All the records in the selection will be included, not just those highlighted. To text only selected contacts, highlight those required and save as a stored selection. Retrieve the stored selection and then continue.

  3. Select the Mail merge Tab.

  4. Use the Text Messages button - it will open a box to type the text message in. Send will send the text message to all the records on the selection.
  • ug10-9.1363797865.txt.gz
  • Last modified: 2017/11/16 21:58
  • (external edit)