Prevail User Knowledge Base
E-Training*: Text Messaging in Prevail
- Carly Ventura
Analytics
Note: This overview is for users of Prevail 7 through 9. If you are looking for Enhanced texting in Prevail 10,
Prevail pairs with your Microsoft Outlook to bring this feature to your organization. You must be using the 32-bit Microsoft Outlook to send and receive emails to use the text messaging feature in Prevail. Also, you must have Outlook open 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.
Video Link: E-Training*: Text Messaging in Prevail
Instructions
Permission Message
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.
a. To add a new phone number, click 'Add'.
b. 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.
Note: After you Click 'Save' Prevail will automatically send a text message to the contact requesting permission to communicate with them via text messaging.
Request Message
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.
Outgoing Text Messages
Click the name of the contact you want to text
Click the cell phone icon in the communications section of the Contact Window
Type your message
Click Send message.
Replying to Text Messages
Click on the text from your Message List, or from the History entry where that text is attached.
Type your message
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.