SMS Notifications
- Debby Gibson
The Nimbus Client Portal allows the Client to receive SMS messages when an email is sent to them.
For this to occur, the Nimbus Contact must include a Mobile phone number on the Contact record.
The screen below shows where the mobile number must be stored.
The Business
The Business can setup “Allow SMS Notifications” on the Contact record - remember, only if there is a mobile phone stored.
The Client
The Client can also setup “Allow SMS Notifications” if a mobile phone number is stored.
When an SMS Message is sent to the Client
The following email events will trigger both an email notification and an SMS where SMS has been setup:
Email Event | SMS Text |
|---|---|
Upload Notification | Files from <Practice Name> are ready for download |
Upload Notification Signature Required | Files from <Practice Name> are ready for signature |
Email Job | You have received an email from <Practice Name> |
Client Welcome with Files | Please see welcome email from <Practice Name> to access your files |
File Conversation | A file conversation notification has been emailed to you |
When an SMS Message is sent to a Staff Member
The following email events will trigger both an email notification and an SMS where SMS has been setup:
Email Event | SMS Text |
|---|---|
Approval Request | A Nimbus Email Job is awaiting your approval |
Client Submitted Checklist | Client <Client Code> has submitted a Nimbus checklist |
Client Upload Notification | Client <Client Code> has uploaded files for your attention |
File Conversation | A file conversation notification has been emailed to you |
Remember that the Mobile phone number must be added to the Contact record in Nimbus and not the Client Entity record.