To configure the preferences settings, please follow the below steps:
- Go to MessageMedia SMS > Preferences > MessageMedia Preferences.
- Note: Please create only one record for preferences, as creating multiple records can induce errors
- Click on “New MessageMedia - Preferences” if creating a new preferences record, or click on “Edit” next to the record name to edit the existing one.
- Set the default country number formatting by clicking the down arrow and then clicking on List. Select the default country from the resulting dropdown list:
Field applications are as follows:
- Preferred Phone is applied to "Customer/Lead/Prospect"
- Employee Preferred Phone is applied to "Employee"
- Partner Preferred Phone is applied to "Partner"
- Contact Preferred Phone is applied to "Contact"
- Vendor Preferred Phone is applied to "Vendor"
Note - If you have contacts/records outside of your default country code you should make sure the phone number is in the correct international format (e.g. UK = +44 xx xxxx xxxx) or alternatively, the country must be set within the contact address details (from within the NetSuite record: Edit → Address → Country)
- Set the preferred number field for Group SMS & Workflow notifications, e.g. when you set the company preference to "Mobile Phone" then the recipient list and SMS sending process would try to get only the mobile phone numbers of the selected entities.
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- If the pref phone is set to Any, then the App would pick the first phone number available in the order of precedence as Mobile, Phone, AltPhone, HomePhone, OfficePhone.
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- Select the Default Email Sender, this is the NetSuite user account that will be displayed as the sender for any email notifications. Setting a New user up that has a distribution list email address or an email account that can be seen by appropriate users is advisable to ensure a quick response.
- Select the Default Workflow Sender, this is the NetSuite user account that will be displayed as the sender for any workflow text message replies. Setting a New user up that has a distribution list email address or an email account that can be seen by appropriate users is advisable to ensure a quick response.
- Set the Transaction Contact Number Field with the Field ID of the custom field (created on Sales Order record) that will contain the contact number on which SMS will be sent using transactional saved searches.
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- Note - This field will only be used to send SMS when a transactional saved search is selected and USE CUSTOM PHONE FIELD checkbox is checked. For the above condition, the transactional saved search used will show the list of customers and their numbers associated with the sales orders but SMS will be sent to the number from the custom field in sales orders.
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- Set the Event Custom Phone Field with the Field ID of the custom field (created on Events record) that will contain the contact number on which SMS will be sent using events saved searches.
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- Note - This field will only be used to send SMS when an events saved search is selected and USE CUSTOM PHONE FIELD checkbox is checked. For the above condition, the events saved search used will show the list of contacts and the numbers added in the custom field in each event’s record.
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- Set the CRM Custom Phone Field with the Field ID of the custom field (custom contact field on Case record) that will contain the contact number on which SMS will be sent using cases.
- Add Logo URL in LOGO FOR EMAIL field to display the logo in sent emails.