Text Message: Recipients

The Recipients sub-tab allows you to specify individuals (or defined text groups) to receive a text through the Text Message action. These recipients can be in addition to event recipients that receive notification based on their association with the affected record.

Using the options on the Recipients sub-tab, you can specify the conditions under which the individual or group should receive the text. The text can be sent whenever the rule is invoked, or only when no computed event recipients are involved.

Designate individual recipients for a rule:

1. Ensure the Text Message action is selected.

2. Click the Recipients sub-tab.

3. To select a defined Maintenance Connection Text Group, click the first Text Group field and select the desired group.

4. To specify that an individual or text group should receive a message whenever the rule is invoked (regardless of whether or not an event recipient is sent a text):

   • Enter the SMS or MMS address in the Additional Recipients field in the top section of the tab.

     The designated recipients will receive a text message in addition to any event recipients that may receive the notification. You can manually add recipients, using a comma to separate addresses.

     The recipient should be listed with the user's 10-digit cell phone number and the carrier's designated SMS or MMS address. If Asset or Labor photos are designated to be included with the text message, MMS addresses must be used. See the Settings tab for further explanation.

   • Use the Add function:

     1. Click the Add button above the Additional Recipients field.

        The Select Recipients window opens, prompting you to select recipients.

     2. Choose a filter from the field in the upper-left part of the window.

        The filter options include My Address Book, Contacts, Labor (Employees), Labor (Contractors), and Requesters.

        The list refreshes with the appropriate individuals listed. Records shown as disabled do not have an SMS email address on file.

     3. Double-click the individuals you want to add.

        The individuals are added to the field on the right.

        If you have added an individual in error, double-click the name in the field on the right and the individual will be removed from the list.

     4. Click Apply.

        The Recipients sub-tab appears with the designated SMS addresses listed.

5. To specify that an individual or group should receive a text only when a text is not sent to an event recipient, repeat steps 3 and 4 for the bottom half of the window.

6. Access the other Send Text Message tabs and make changes as needed: Settings, Event Recipients, and Message.

7. Click Save.