{"id":52840,"date":"2022-12-21T15:48:47","date_gmt":"2022-12-21T15:48:47","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=52840"},"modified":"2024-08-09T13:01:37","modified_gmt":"2024-08-09T12:01:37","slug":"using-textanywhere-browser","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-textanywhere-browser\/","title":{"rendered":"Send an SMS Text Message"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">A step-by-step guide on how to send an SMS text message to your client from Osprey<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Within Osprey, there is the ability to send SMS text messages straight to your clients, or include them as part of a workflow.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">How to send a SMS text message<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to Clients &amp; Matters &gt; Clients. At the top of the screen there is an &#8216;SMS&#8217; button<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"811\" height=\"169\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-32.png\" alt=\"\" class=\"wp-image-64210\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-32.png 811w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-32-300x63.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-32-768x160.png 768w\" sizes=\"auto, (max-width: 811px) 100vw, 811px\" \/><figcaption class=\"wp-element-caption\">  <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have selected the &#8216;SMS&#8217; button, a pop up box will appear where the number may be automatically generated from the information stored within the client details. If the number is not automatically generated, you can manually enter the number into the box.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can then select a template from the drop-down menu. Once you are happy with the message, click &#8216;Send&#8217;.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"451\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-33.png\" alt=\"\" class=\"wp-image-64215\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-33.png 800w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-33-300x169.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-33-768x433.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><figcaption class=\"wp-element-caption\">  <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A step-by-step guide on how to send an SMS text message to your client from Osprey Within Osprey, there is the ability to send SMS text messages straight to your clients, or include them as part of a workflow. How to send a SMS text message Navigate to Clients &amp; Matters &gt; Clients. At the [&hellip;]<\/p>\n","protected":false},"author":5735,"featured_media":0,"template":"","categories":[210],"tags":[],"class_list":["post-52840","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Send an SMS Text Message - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"A step-by-step guide on how to send an SMS text message to your client from Osprey.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-textanywhere-browser\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Send an SMS Text Message - Osprey Approach Customer Support &amp; 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