5 Using Total Enterprise CRM > 5.2 Contact > How do you work with contact?

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 contact, follow these steps.

Step 1: Select Merge SMS

Click the Contact 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 'SMS' 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.

In the lower panel, you can write your 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.

Step 3: Send your SMS

Click the send button to send your SMS.