Creating Text Message Property Change Notifications
This article will show you how to set up text message property change notifications for Clik Service.
Property change notifications are automatic messages sent to relevant people when a job, quote, PO or incident has changed.
For example, if a job is set to complete that change could send an email straight to the customer or when a quote has been accepted that could notify the account manager or the responsible contact.
First, go to Settings > Settings > Communication > Property Change Notification and click ‘Add‘.
Select the property you want to add a notification for and click ‘Add‘. Close the window and you will see your new notification added.
Then select the target, this might be a drop-down box or a tick box.
Now you need to create the action for when the property is completed in a job sheet.
Click on ‘Add‘ under ‘Actions/Recipients‘.
Select ‘SMS‘, click ‘Add‘ then close the window.
Next, you have to configure who sees the change via SMS. To do this click on ‘Configure‘.
You can add recipients by clicking ‘Add Individual‘ or ‘Add Group‘.
Select the recipients you want to receive the message by double-clicking on the users.
You can then create the message those recipients receive when a job is complete. You can use tags by clicking on ‘Insert Tag‘.
Then click ‘OK‘ and that’s an SMS property change notification set up.