SMS notifications for BP
I want to add automatic sending of sms, to the definition. BP stage.
https://prnt.sc/utdz4i took action, there is a "take number" field, but unfortunately there is no field where we enter the client's phone number
https://prnt.sc/ute0wv here is our field, it is in the contact card and in the order
how to be?
Original question is available on version: ru
https://prnt.sc/utdz4i took action, there is a "take number" field, but unfortunately there is no field where we enter the client's phone number
https://prnt.sc/ute0wv here is our field, it is in the contact card and in the order
how to be?
Answers:
Hello, SMS by default should be sent to the field you specified https://prnt.sc/ute0wv . The setting in action is needed to select exactly the number from the additional field.
05.10.2020, 13:42
Original comment available on version: ru
Good afternoon, Inna.
The "Take a number from an additional field" setting works a little differently.
The system has the ability to create additional fields (system settings - other - and there it is possible to create additional fields for each entity). You use the standard "Call" field from the contact card, and it cannot be selected in this setting.
There are several solutions:
1. You create an additional field and indicate the phone number in it, in the action you also select the created additional field.
2. In the process, display the field http://prntscr.com/ute8ab
In the action, you indicate that the SMS will be sent to the client, then the phone number that is indicated in the field that I indicated above will be taken.
The "Take a number from an additional field" setting works a little differently.
The system has the ability to create additional fields (system settings - other - and there it is possible to create additional fields for each entity). You use the standard "Call" field from the contact card, and it cannot be selected in this setting.
There are several solutions:
1. You create an additional field and indicate the phone number in it, in the action you also select the created additional field.
2. In the process, display the field http://prntscr.com/ute8ab
In the action, you indicate that the SMS will be sent to the client, then the phone number that is indicated in the field that I indicated above will be taken.
05.10.2020, 13:47
Original comment available on version: ru
those. in order to send an elementary sms to the client, I have to create 2 different fields, but with the same value - phone number? )
and so that the manager enters the phone number in both fields? )
right ? )
and so that the manager enters the phone number in both fields? )
right ? )
05.10.2020, 14:35
Original comment available on version: ru
no, not true.
Bodyako Dmitry
Employee wrote:
Hello, SMS by default should be sent to the field you specified https://prnt.sc/ute0wv . The setting in action is needed to select exactly the number from the additional field.
please read this message.
Bodyako Dmitry
Employee wrote:
Hello, SMS by default should be sent to the field you specified https://prnt.sc/ute0wv . The setting in action is needed to select exactly the number from the additional field.
please read this message.
05.10.2020, 14:36
Original comment available on version: ru
Hello, is there an instruction on how to set up SMS by default?
07.10.2020, 14:54
Original comment available on version: ru
by default in my message means that by default the SMS will be sent to the client number of the process
07.10.2020, 15:43
Original comment available on version: ru
Please join the conversation. If you have something to say - please write a comment. You will need a mobile phone and an SMS code for identification to enter.
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