You can send any person an instant one-to-one communication. This is done from their ‘Person’ card, by using the by using the communication tools under the More Options dots. These tools are ‘SMS’, ‘email’, ‘Letter’ and ‘Labels’,

❗ Please note: If the Agent's email address or mobile phone number is missing, then the tools will not show.

As soon as you've written your message and clicked ‘Send’, the message is instantly sent out to the contact, and recorded under that Person’s card Activities tab. You can look at the content of any message you have ever sent as it is always stored as a part of the Activities history with that person. It is also aggregated and shown as a part of the activity history underneath the organisation they work for.

SMS messages can be sent to UK and international mobile phone numbers. For more detail, please see the FAQs here.

Sending individual SMS messages uses up your Establishment's SMS balance. Find out more about your SMS balance here.