Setting up SMS configuration - listing SMS configuration

The setting up of the SMS configuration is required to ensure that the relevant SMS templates are available, visible and can be assigned to a specific process or customer. For example only certain SMS templates need to be accessible from within an application, only certain SMS templates need to  be accessible within an investor, etc.  

This details how to create the configuration for sending messages based on a listing status.

NOTE: An SMS template needs to be created first before referring to this configuration process.  To find out how to create an SMS template, refer to this article: 

1. Log into Clearmatch Fusion with the relevant credentials:

2. Navigate to Home Pages > Notification Management:

3. Select the Listing SMS Configs option under SMS Configuration:

4. In the number of items to show filter,  ensure that ‘500 entries’ has been selected. The purpose of doing this is to ensure that there has not been one setup previously: 

5. To create a new listing SMS configuration setting, click on the cross/plus icon in the top right-hand corner  

6. Select the Finance Company from the drop down list, that this workflow is associated with: 

 

7. Select the Originator Group from the drop down list (usually based on the Finance Company and may automatically populate with a group): 

 

8. Select the Product from the drop down list NOTE: if a specific Finance Company and Originator Group has been selected, the associated product should be inserted by default:

 

8. Select the SMS Template from the drop down list NOTE: this is an SMS template that has already been created: 

 

To save the application workflow, simply click on the  button or click on the   button to exit out of the process.

NOTE: Any existing configuration can either be edited (by clicking on the pencil icon ) or removed (by clicking on the trash can icon ) by selecting and opening the configuration from the list:

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