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*Note: You must use 32-bit Microsoft Outlook to send and receive emails in order to use the text messaging feature in Prevail. Also, you must have Outlook open in order for Prevail to send and receive texts. The text messaging feature will not work with emails associated with iCloud, due to the nature of the Apple iCloud service.
Instructions
Access the person’s contact information by searching for and opening their entry window in Contacts OR clicking on the appropriate contact from the matter tab.
Double-click on the existing phone number that you want to receive text messages.
To add a new phone number, Click ‘Add’.
Choose the Type and enter the number in the ‘Phone’ field.
Check the ‘Messages’ box to designate the number as the text messaging number.
Click ‘Save’ at the top of the Contacts window/ Communication Entry window.
If in the Matter tab, Click ‘Save’ again in the top right of the Matter tab.
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Note: If you receive a text message from a Contact who is attached to multiple matters, Prevail will display a list for you to choose which matter for the text message to be associated with.
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