Create SMS for a business customer

There is an option in Clearmatch Fusion that allows finance company users to send SMS messages directly from within a  business customer record. They can select the available SMS templates (based on the SMS configurations defined) from within a business customer record and the relevant SMS will be sent.

1. Login to Clearmatch Fusion with the relevant credentials:

2. Navigate to Customer > Business Customer Search:

3. Using the Filter Options, search for the business customer that requires the SMS message (click on the  button once the filter selection has been made):

4. Once the business customer has been found, select them (click on the link via their Name or Number):

5. This will redirect to the Display Business page for the selected customer. Click on the Actions Panel  > SMS > Create SMS:

6. From the drop down list, select the SMS Template that needs to be sent, select the Customer (or intended recipient) 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 Business page.

7. To check whether or not the SMS message was sent successfully, while on the Display Business page, click on the Messaging association tab (alternatively select it from the drop down list or quick links, if enabled):

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