Create SMS from a finance agreement
There is an option in Clearmatch Fusion that allows finance company users to send SMS messages directly from a finance agreement. They can select the available SMS templates (based on the SMS configurations defined) from a list of applicable messages and the relevant SMS will be sent.
2. Navigate to Home Pages > Borrowing:
3. Select the Finance Agreements option under Finance Agreements:
4. Using the Filter Options, search for the finance agreement that requires the SMS message (click on the 
button once the filter selection has been made):
5. Once the finance agreement has been found, select it (click on the link via the Created On or Finance Company):
6. This will redirect to the Display Finance Agreement page for the selected application. Click on the Actions Panel 
> SMS > Create SMS:
7. From the drop down list, select the SMS Template that needs to be sent, select the Customer (based on the application) from the drop down list and enter any Customer Letter Text if required NOTE: The text will be placed in the document variable "CustomLetterText" if it exists in the email template (which gives finance company users the abillity to add text into the SMS template that is relevant at the time of sending the SMS) :
Click on the 
button to send the SMS message to the customer or the 
button to return back to the Display Finance Agreement page.
8. To check whether or not the SMS message was sent successfully, while on the Display Finance Agreement page, click on the Messaging association tab (alternatively this can be selected from the drop down list or quick links, if enabled):
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