How to Send a Text Message to All Clients With Checks Ready

Sending a Text Message to All Clients With Checks Ready

To send a text message to all clients with checks ready, the following steps are provided:

 1.Log into the program as a user with administrator rights.

2. On the top menu bar, click on Lookup.

3. On the top menu bar, click on Extended. The Search Field Setup window will open.

4. On the bottom of this screen, click the Reports Button. The Saved Reports window will open.

5. Select “checks ready” in the reports list and click the Load Button. The program will return to the Search Field Setup screen.

6. Click OK to run the report. The report screen will open.

7. On the top bar, click the Send Text Button. The TextLink window will open.

8. Enter the desired text message and click OK. The text message will be sent to all clients with checks ready.