Settings for sending SMS messages
SMS messages allow us to easily inform our clients. Before starting to use SMS messages, it is necessary to set up the Task.
 |
TIP
For more detailed information, please read the chapter SMS Settings.
|
In this chapter, we will present an example of the Task settings for sending SMS messages.
 |
DESCRIPTION OF THE EXAMPLE
The receptionist wants to set up everything necessary for sending SMS messages to clients. She does this by following these steps:
- Importing the SMS service Inbox
- Importing the Business process for sending an SMS message
- Setting up the wizard for sending SMS messages
|
1. Importing the SMS service Inbox
The responsible person selects in the menu Settings | Program | Administrative console.
The Administrative console opens.
Selects Settings | Documentation | Inboxes
In the toolbar, selects the button 
(Import/Export data) and Transfer of codes.
In the new window Transfer of codes - Inboxes selects the button Download from server.
From the list with the switch, selects the eSMS service and clicks the button Download to code list.
Confirms the transfer by clicking the button Confirm.
The eSMS service is now visible in Inboxes.
2. Importing the Business process for sending an SMS message
After importing the eSMS service, it is necessary to also download the business process for sending SMS messages for Appointments and Vaccinations.
The responsible person selects in the menu Settings | Documentation | Designing business processes.
In the toolbar, selects the button (Import/Export data) and Transfer of codes.
In the new window Transfer of codes - definitions of business processes selects the button Download from server.
From the list with the switch, selects the business process Send SMS for appointment and clicks the button Download to code list.
 |
TIP
Using the same procedure, we set up the business process Sending SMS for vaccination.
|
The business process is loaded into the database.
3. Setting up the wizard for sending SMS messages
In the last step, the responsible person sets where we will send the SMS from.
In the window Designing business processes selects the business process: Send SMS for appointment.
In the menu, selects Settings.
In the section Available on the form, the default setting for the Wizard is visible: VTA appointment.
The responsible person wants to add the option to send an SMS message also from another form
With the down arrow key, a new line appears.
In Title enters: VTReception.
For Wizard type selects from the dropdown list: Wizard (W).
