Buildxact allows you to send an email or SMS to any contacts direct from the system. For information on the integration feature which allows you to connect and send from your own email. CLICK HERE.
Emails and SMS are a service provided at no extra cost by Buildxact. SMS can be sent from your 'Clients' or 'Contacts' tab.
These messages are sent out of Buildxact per user. e.g. an account has two users - User A with their own email address and mobile number and User B, also set up with their own email address and mobile number.
User A sends an email or SMS, the "from" details (email address and phone number) with be that of user A.
And this is the same for User B - the "from" details will be that of User B.
If reminder messages are amended, the updated message "from" details will always default to the original creator. e.g. 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 detail
Click on My Account > Users and click the Edit pencil against the user you wish to set up
