Setting up SMS configuration - finance agreement 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. 

This details how to create the configuration for sending messages based on a finance agreement 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 Finance Agreement SMS Config 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 finance agreement 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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