by tactionsoftware

Getting full control over business productivity with the help of SuiteCRM Twilio SMS Service Plugin which makes easiest to send bulk messages at a time, Configure your workflow at your conditions, Immediate notifications & Scheduler for unreachable messages

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Getting full control over business productivity with the help of SuiteCRM Twilio SMS Service Plugin which makes easiest to send bulk messages at a time, Configure your workflow at your conditions, Immediate notifications & Scheduler for unreachable messages.

1. Key Features:

  • Send SMS from Workflow. There are multiple actions where you can send sms

    • By directly adding your mobile number
    • Record’s mobile number
    • Related Module’s mobile number
    • Users(Created user, Assigned User, etc.)
    • All Users
  • ‘Custom Modules’ are also Enabled for Workflow
  • Send SMS from Module’s ['Accounts','Contacts','Cases','Leads','Meetings','Calls'] ListView.
  • Send SMS from Module’s ['Accounts','Contacts','Cases','Leads','Meetings','Calls'] Detail View.
  • Message Log(Inbound,Outbound) only for Enabled modules (From admin panel)
  • While sending sms from module’s view(List & Detail both) you can also send sms to assigned user with a different template :)
  • Sending SMS from List View allows user to send ‘Bulk SMS’ at a time
  • Inbound SMS: Can directly view from Detail View through Message Log with status ‘received’.
  • A custom module can also be used to send SMS but only when you have created a phone field named ‘phone_mobile’ OR
    ‘phone_mobile_c’
  • Twilio Log: Admin-> Twilio Configuration-> View Log (Here you can see all logs)
  • Create your SMS Template Edit and style the sms body as required from ‘SMS Template module’

2. Requirements:

  • The field name which you want to send message must be ‘phone_mobile’/’phone_alternate(For Accounts)
  • In Account Module you must have to put your mobile number in ‘phone_alternate
  • In Contacts, Leads, Prospects(Targets) the mobile number must be put in ‘phone_mobile
  • The parent module’s mobile number (In Related Field) will be ‘phone_mobile’/’phone_alternate’(Accounts)
  • If you are using Twilio Trial Account. You must have to verify your number for SMS service.

Screen Shots:

1. Admin Panel

Screenshot-2018-1-11 SuiteCRM.png

2. Twilio Configuration

Screenshot-2018-1-16 SuiteCRM(2).png
Remark : We have also a option to send SMS from ['Accounts','Contacts','Cases','Leads','Meetings','Calls'] module’s Detail and ListView

3. WorkFlow Action

[Send Sms to(Mobile Number, Record SMS, Related Field, User, Users)]

Screenshot from 2018-01-16 09-59-31.png

4. Create you SMS Template through pop-up OR from 'SMS Template'

From Pop-up (through 'Create')
Screenshot from 2018-01-19 15-14-13.png

From Module (SMS Templates)
Screenshot-2018-1-19 SuiteCRM(4).png

5. List View Action ['Accounts','Contacts','Cases','Leads','Meetings','Calls']

[Send Bulk Sms to(Record mobile number , Record’s assigned User’s mobile number)]

Screenshot-2018-1-16 SuiteCRM(5).png
Screenshot-2018-1-16 Accounts » SuiteCRM.png

6. Detail View Action ['Accounts','Contacts','Cases','Leads','Meetings','Calls']

[Send Sms to(Record mobile number , Record’s assigned User’s mobile number)]

Screenshot-2018-1-16 Aro Collen » Accounts » SuiteCRM.png

7. Message Log

  • All messages (Incoming and Outgoing) will be shown in Message Log Panel(In Record’s Detail View)
  • The message Log will only be shown in Enabled module (From Admin Panel)

Screenshot-2018-1-19 SuiteCRM.png
Screenshot from 2018-01-16 14-55-36.png

8. Scheduler

  • Scheduler is used to send the undelivered messages.
  • You need to set a limit for scheduler run from Admin panel.(Limit indicates maximum number of trials from scheduler to send undelivered sms)

Screenshot-2018-1-19 SuiteCRM(1).png

Here’s your scheduler. You only need to ‘turn on’ the scheduler on your server

Screenshot-2018-1-19 SuiteCRM(2).png

9. Twilio Log

Admin-> Twilio Configuration -> View Log

Screenshot-2018-1-19 SuiteCRM(3).png

Cheers! Enjoy our Service

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* Free 30 day trial