SMS

The SMS numbers that can be used to create cases and record a conversation within a case are set up here. Only the Vonage cloud platform is currently supported as a source of numbers. Details on how to get a number can be found here Set up SMS Numbers. Requires Smap Server version 24.09+.

Adding a number is a two step process.

  1. Firstly the server owner has to add a number and associate it with an organisation.
  2. Then an administrator within the organisation can then configure the number to update a survey.

Add a Number

As the server owner navigate to the users page and select the SMS tab. You will see a button labelled "Add".

The button to add a new number labelled as "Add"

Add Button

The dialog then allows you to enter the number and select the organisation.

The dialog to add a new number

Add Dialog

Edit the number

Once the number has been added an administrator for that organisation will be able to see the number and edit it.

A list of SMS numbers available in an organisation

Clicking on the edit button shows the edit dialog. Note there is no "Add" button shown unless the user is also the server owner.

SMS Numbers List
The settings dialog showing the survey details that can be associated with a number

Editing the settings

The administrator can now set:

  • The survey that will be populated when a message is received
  • The question in the survey that will be used to store the number that sent the message
  • The question in the survey that will be used to store the message