CAS 360 now allows you to send all document deadline reminders, un-returned annual reviews and, outstanding amounts via SMS to your clients.
Included in the SMS is a link to the document or invoice in question, allowing your client to easily view this document.
Best of all, your client is able to reply to this via SMS, their response will come directly back into CAS 360. This gives you the ability to have a real-time conversation with your clients about the document or invoice in question.
|From the Main Toolbar, go to Company.||
|From company selection screen select the Company Debt Alert (or Document Deadline Alert) and select Send Reminder.|
|Select Send via SMS|
|Toggle any attachment to be included in the reminder SMS.|
|Select the SMS Recipient. Click the Missing Mobile link to include a valid mobile number.|
|To send a notification click Send.|
Your firm can set up a range of SMS templates allowing you to tailor your message to match your client type.
If a reminder was previously sent, CAS 360 will track and display the date when the last reminder was sent. Hover the cursor over the Document Deadline Alertto view.
The CAS 360 SMS Messages screen stores all outgoing and incoming messages that have been sent from CAS 360. From this screen, you will be able to view, send and track the delivery of all SMS sent and received from CAS 360.
When an SMS response is received, CAS 360 will alert the user with a notification.
|From the Main Toolbar, Select Messages|
|Select SMS Messages|
From the SMS Messages screen, review the text history by selecting
Review all messages, and if required send additional text messages by using the free-form text field.
Use the advanced filters in CAS 360 to easily manage your SMS Messages list on-screen
|All||Display all SMS Messages|
Display all SMS Messages from today
Display all SMS Messages from the last 7 days
Display all SMS Messages from this month
Display all unopened SMS Messages
|Sent by Me||Display all SMS Messages sent by the current user|
SMS Messages via the Documents Screen
The Documents screen in CAS 360 has been enhanced to show all documents you have sent SMS reminders for and all messages related to that document can be viewed with the click of a button.
|From the Main Toolbar, go to Documents||
The View SMS icon will allow users to view and reply to SMS messages sent via CAS 360
If multiple recipients were selected for the SMS reminder, users will be flip between the correspondences of the different recipients.