Documentation

SMS Reference

SMS Reference in Stratus - screenshot 1 SMS Reference in Stratus - screenshot 2 SMS Reference in Stratus - screenshot 3 NOTE: This feature is available in the Essential, Professional, and Enterprise versions of Stratus Desktop.

The following tools are available on the SMS ribbon.

Note: Depending on how the text message was created, some of the ribbon tools may not appear. For example, when you open a text message that was previously saved, there are a number of buttons that are not available on the ribbon and there will be no option group.

Home Tab #

SMS Reference in Stratus - screenshot 4

 Icon Name Description
SMS Reference in Stratus - screenshot 5 Send Send the current text message. See also: Sending SMS Texts
 SMS Reference in Stratus - screenshot 6SMS Reference in Stratus - screenshot 7SMS Reference in Stratus - screenshot 8 Paste, Cut, Copy Paste text from your clipboard into the message or cut/copy text from this message to use elsewhere. 
SMS Reference in Stratus - screenshot 9  Form Letter Create a text message using a previously designed form letter. See also: Creating SMS Text Templates
SMS Reference in Stratus - screenshot 10 Mark Unread Mark the text message as unread.
SMS Reference in Stratus - screenshot 11 Link Link the text message to a client, as well as to a specific session or task. Also use this option to change the linkage of the text message. 
 SMS Reference in Stratus - screenshot 12 Client Open the client associated with this text message. If the text is also linked to a specific session or task, you will be able to view them as well.
 SMS Reference in Stratus - screenshot 13 Parent Task Create a new parent task and link this text message to it.

SMS Text Details #

 A SMS text record holds information for a text message that has been sent (or will be sent) to a client through Stratus.

SMS Reference in Stratus - screenshot 14

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Column Description
Send To Type in or select the phone number this text message should be sent to. 
User Automatically filled in with the user currently logged in to the software. Use the drop-down list to choose another user.
Message Shows the main content of the text message. When using a predesigned form letter, you can view the merged client and/or session information or even make some quick edits before sending the message. You can also copy and paste information from another program into the body of the text message. See also: Creating an SMS Template
History Section Shows a complete history of text messages with this client, both sent and received.
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