Send An SMS Message Via The Top Navigation Bar

No matter where you are in the system, you're never more than a few clicks away from sending an SMS. The top navigation bar gives you instant access to the message composer from any screen, so you can stay in the flow of your work. From there, you can select any contact, attach relevant associations, and write your message using a saved template or let AiMe generate one for you.

This article walks you through sending an SMS message via the top navigation bar.

1. In the top right corner, hover your cursor over Send.
2. Click Send SMS.
   
3. Confirm if the message needs to me associated with a property, listing, appraisal or contract.
   • If yes, move on to step 4.
   • If no, skip to step 9.
      
4. Click the Associations tab.
5. Click the Property field.
6. Select one of the following options:
   • Property
   • Listing
   • Appraisal
   • Contract
      
7. Start typing in the property address.
8. Click the checkbox against the required entry.
   
9. Click the Content tab.
10. Click the To Field.
11. Start typing in the name of the recipient.
12. Select the recipient from the dropdown.
    
13. Repeat steps 3 to 5 for any additional recipients.
14. If required, click the From field to select a different sender.
15. Confirm if you need to use a message template.
    • If yes, proceed to step 16.
    • If no, skip to step 19.
       
16. Click the Template field.
17. Start typing in the name of the template name.
18. Select the message template from the dropdown.
    
19. Type out or edit the SMS message (or click Generate With AiMe to generate a message).
20. Click Send.