This How-to covers client text messaging in Prevail
Prevail allows you to easily send text messages to contacts who prefer that method of communication.
*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.
\uD83D\uDCD8 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.
Click ‘Add’ on the left side of the window.
Note: After you Click ‘Save’ Prevail will automatically send a text message to the contact requesting permission to communicate with them via text messaging. While the request is pending, a question mark will display next to the contact’s phone number.
When the contact accepts your request, you will receive a message in Prevail and the question mark next to the contact’s phone number will change to a green check mark.
If the Contact does not accept your request, a red X will display next to their phone number.
If you do not receive a response to your request, you may Click the ‘Resend Request’ button to resend the initial text to the contact at any time.
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