Prevail User Knowledge Base

E-training*: Text Messaging in Prevail

Owned by Emily Doane
Last updated: Jan 31, 2024 by mike.doane
2 min read

Communicating with your client is important, and some clients prefer to communicate via text messaging. Prevail allows you to easily send text messages to contacts who prefer that method of communication.

Video Link:Text Messaging Function in Prevail

*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

  1. 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.

  2. Double-click on the existing phone number that you want to receive text messages.

    1. To add a new phone number, Click ‘Add’.

    2. Choose the Type and enter the number in the ‘Phone’ field.

  3. Check the ‘Messages’ box to designate the number as the text messaging number.

  4. Click ‘Save’ at the top of the Contacts window/ Communication Entry window.

    1. If in the Matter tab, Click ‘Save’ again in the top right of the Matter tab.

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.

  1. 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.

    1. If the Contact does not accept your request, a red X will display next to their phone number.

  2. 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.

To Send Text Messages to Your Clients:

  1. Click the cell phone icon in the communications section of the Contact Window

  2. Type your text message

  3. Click Send.

To Reply to Text Messages Send by Your Clients:

  1. Go to your message list or the History tab for the matter associated with that text.

  2. Type your message.

  3. Click ‘Reply.’

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.

Unconnected Text Messaging

Training Plan for Prevail 6-9 Upgrade

Video 17 - Attaching Other Contacts to a Matter (Related Parties Tree)

Training Plan for Prevail 7-9 Upgrade

 Video 8 - Attaching Other Contacts to a Matter (Related Parties Tree)

Training Plan for New Prevail Users

Video 10 - Attaching Other Contacts To a Matter (Related Parties Tree)

Staff Training #1

Video 10 - Creating Matters from Contacts