Use this feature to assign SMS accounts to specific Country and Office Records for seamless messaging.
⚠️ Important: Before configuring SMS Accounts, your organization must have an active relationship with an approved SMS provider. Contact Support to set this up.
Create an SMS Account
Go to Maintenance, then click SMS Accounts.
Click New to create a new SMS account record.
Enter the Account Name and select the SMS Provider from the list.
Define the Country and Office Record to associate with the account.
Click Save to confirm the configuration.
📌 Note: Each SMS account can be linked to multiple offices under a single provider, depending on your organization’s hierarchy.
Example Structure
The example below shows how SMS accounts can be structured to support multiple countries and offices:
Australia (Provider: Amethon).
Parramatta Account.
Melbourne Account.
Sydney Account.
Geelong Account.
Moorabbin Account.
New Zealand (Provider: SMS4U).
SMS4U Account.
Each account corresponds to the relevant Country Record and Office Record in your hierarchy, ensuring messages are sent using the correct provider.