Please note: SMS is not available to users in North America.
Buildxact allows you to send an email or SMS (for Australian and New Zealand users) to any contacts direct from the system. SMS can be sent from your 'Clients' or 'Contacts' tab. Click the button below for information on the integration feature which allows you to connect and send from your own email.
Each user in a Buildxact account can send out messages. For example, in an account with two users - User A has their own email address and mobile number and User B, also has their own email address and mobile number. The two are separate despite being from the same account.
The "from" details for User A (email address and phone number) will be that of user A.
The "from" details for User B, will be that of User B.
If reminder messages are amended, the "from" details for the updated message will always default to the original creator. For example, User A creates and sends a reminder, later User B updates and re-sends the same reminder, the "from" details will still be that of User A.
How to set up User details
Click on My Business
Click the user whose details you want to set up.