Sending SMS and email from the home screen

You're able to quickly send text messages and emails from your Alto home screen.

This article includes: 

Quick send an SMS

  1. Click the Home screen tab on the main toolbar
  2. Click Communication on the Home screen side menu
  3. Click Quick Send SMS
  4. The Quick Send SMS window opens. In the To field, use the search bar to find and select the contact by name or mobile number
  5. In the SMS Text field, type the required text message (up to 160 characters max)
    1. Alternatively, click the Insert Standard Paragraph dropdown menu to select a pre-prepared standard message that can be further edited
  6. Below the message, ensure you have permission from the recipient to send them messages and that you have their consent for marketing
  7. Click Send

If the SMS message is sent to a contact rather than an ad hoc mobile number, the message appears in the contacts Timeline.

Quick send an email

  1. Click the Home screen tab on the main toolbar
  2. Click Communication on the Home screen side menu
  3. Click Quick Send Email
  4. The Email window opens. In the To field, use the search bar to find and select the contact(s) the email is to be sent to, or type in the email address(es)
  5. In the CC field, if a copy of the email is to be sent to others, find and select the contact(s) the email is to be copied to, or type in the email address(es)
  6. In the Subject field, type a suitable title
  7. Tick Update Last Contacted Date if appropriate
  8. In the Message field, type the required message
    1. Alternatively, click the Insert a Standard Paragraph dropdown menu to select a pre-prepared standard message that can be further edited
  9. If any documents are to be attached to the email, click the paperclip to select from the documents that have been uploaded to the recipient(s)
  10. Below the message, ensure you have permission from the recipient to send them messages and that you have their consent for marketing
  11. Click Send

If the email message is sent to a contact rather than an ad hoc email address, the message appears in the contacts Timeline.

 Note

If you're sending attached documents, you must upload these onto the contact record in advance
For more information on How to upload documents to a contact, click here

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