Overview

To edit an SMS message, navigate to Setups > MaxSMS > Messages. Then, select the specific message you wish to modify.

To access this feature, the MaxSMS General Setups resource must be activated for your user role.

Message Configuration

The following options and information will appear on your screen:

• Choose Document Group: Click the dropdown list to select the relevant document group.
• Insert Merge Fields from here: Use this dropdown to insert specific Merge Fields (tokens) into your message. These tokens will automatically pull client-specific details.
• Important: When using a token, always ensure there is a space before and after the token. Do not start a message directly with a token.

MAXSMS MESSAGES SETUP

• MaxSMS Message: Type your customized SMS message here. There will be a default message here.
  • You can enter a personalized message of up to 160 characters. This message will be sent to clients with outstanding installments.

SMS Sending Procedure

The SMS sending process works as follows:

1. A client's new loan will trigger the appropriate SMS message. The client's cellphone number has to be completed and enrolled on his profile in the system.
2. For the Loan OTP message the following token is required: {^Loan OTP^} . The message will not save without this token.

Record Details

This section displays the update history for the SMS message:

• Update History: Username: The username of the person who last updated the information.
• Update History: Date: The date when the information was last updated.
• Update History: Time: The time when the information was last updated.

Available Buttons

• Cancel: Click this button to return to the previous page without saving any changes.
• Save: Click this button to save your changes and continue.