Reliable, simple-to-use plugin for enabling one-on-one and conference-room communication via video, phone, chat, and SMS with internal users and external contacts. Keep connected with your colleagues and your contacts.
Text Messaging
In-bound and Out-bound SMS
The PixelRiver Unified Communications Module includes in-bound and out-bound SMS texting as well as user-to-user chatting.
Chatting Between SugarCRM Users
To engage in a chat,
- Click on the Live Chat Option in the bottom menu bar. This will open the Company Members Window.
- Next, double click on the user with whom you wish to start the chat session. Remember that this user must be currently logged into the system. Double- clicking on the user will open the Chat Window.
- To start the chat, simply type your text into the message area and click the Send Button. Your message will appear in the chat area above. Replies from the other user will appear there as well.
- You can also expand or minimize the chat window by using the Expand Arrows or Minimize Arrows in the chat window title bar.
Note: You can also open multiple chat sessions. Each time you double-click on a contact in the Presence Window, a new chat window will open.
Note: If you minimize a chat window, you will be notified of new messages by a red **New** in the titlebar.
Texting With Contacts
Sending SMS Messages
To send an SMS to a SugarCRM contact,
- From a contact record, click on the SMS Icon. This will open the chat window.
Enter the text you wish to send and click the Send Button. This text will be sent via SMS to the mobile phone number of the contact record. Replies will be automatically entered into the chat window.
Note: You can also open multiple SMS sessions. Each time you initiate a SMS session with a contact, a new chat window will open.
Note: If you minimize a chat window, you will be notified of new messages by a red **New** in the titlebar.
Note: SMS sessions with contacts are automatically stored as a “Note” in the contact record when the session is closed.
Receiving SMS Messages
Text messages that are sent to the phone number provisioned for your account by PixelRiver will appear automatically in the chat window when received.
Note: SMS sessions with contacts are automatically stored as a “Note” in the contact record when the session is closed.
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