Create SMS notification records from new client communication notes
Create SMS notification records from new client communication notes
When SMS messages sit as notes, coordinators can't act because contact details and message text are buried. Create queued notification records so teams can contact recipients within minutes.
Overview
Get SMS details out of buried notes and into a contact-ready queue so coordinators spend minutes, not hours, finding recipients. This turns passive notes into actionable work items and ensures outreach goes out within minutes of logging.