5 Using Total Enterprise CRM > 5.1 Company > How do you work with company?

The term 'merge SMS' refers to re-using an existing SMS for a new message. SMS, which stands for Short Message Service is a is a method of transmitting documents.

To send an SMS using the existing template to a company or contact, follow these steps.

Step 1: Select Merge SMS

Click the Company tab located on the ribbon.

Select Merge SMS in the Communications group.

Step 2: Select the template

This dialog box shows all available SMS templates that can be re-used.

To proceed, select the desired template.

Step 3: Type your message

Based on the template you select, the new 'SMS' form opens, displaying all the text available in its template. You can either re-use this text as is, or edit it.

Tabs for SMS

The 'Fax' form contains all the relevant information broken down into several tabs. These tabs are located in the upper panel and include:

•	general information - details similar to an ordinary SMS message ('concatenate' means that you can merge or combine SMSs, if their length increases beyond the usual 256 characters)

•	advanced - contains BCC and campaigns associated with the message

•	attachments - documents can be attached to this message.

Two more tabs are available in the lower panel: HTML and Text. Either can be used for formatting, depending upon the nature of the fax.

Also in the lower panel, you can add the contents of this message in plain text format.

Note:

The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.

More actions for SMS

Controls on the ribbon allow you to carry out the following actions on the selected fax:

How do you use editors?

How do you add an attachment?

Step 3: Send your fax

Click the send button to send your fax.