Background

Decisiv has introduced a new set of features to support bi-directional mobile communications.  This communication includes support for bi-directional SMS text messaging, as well as access to a mobile version of case for notes and estimate approvals.  To read an overview and summary of all the features, as well as a video demonstration, see Bi-Directional Mobile Communcations - Overview and Help Article Summaries.  

Enabling Direct Reply to SMS Text Notifications 

When the bi-directional mobile communications features are initially enabled for a service provider location:

• the OEM will prescribe which mode of operation will be the default for all service locations in the OEM service network --
  • the first mode of operation (mobile version of case plus direct reply to SMS text), or
  • the second mode (mobile version of case only)
• the OEM will also prescribe whether or not the service provider administrative users will be able to change the mode from one to the other. 

If the service provider administrative users have the permission to change the mode of operation, they will be able to enable or disable direct replies to SMS text messages.  Enabling it allows contacts to communicate via the mobile version of Case plus direct reply to SMS text messages.  Disabling it allows contacts to communicate via the mobile version of Case only, with no ability for contacts to reply directly to SMS text messages. 

To enable direct reply to SMS text notifications via text messaging, administrative users will first need to click the ADMIN link located to the left of the HELP link at the top of the screen.

Once selected, the user will land on the Administrative Tools screen, where they will need to click the "Customize Your Database" link.

After clicking the "Customize Your Database" link, the user will land on the Dealership Profile screen where they will need to click the "Location Information" link.

Once on the Location Information screen, users will need to select the "Features" tab located between the "External interfaces" and "System Generated Notes" tabs.

After landing on the "Features" section, users should scroll to the lower half of the screen where the "SMS Reply" drop down menu is available to enable direct replies to SMS text notifications. 

Toggling the "SMS Reply" drop down menu from NO to YES, then clicking the SAVE FEATURES button located in the lower left corner of the screen will enable contacts to reply directly to SMS text notifications they receive from this location via text messaging, as well as replying via the link to the mobile version of Case. 

Toggling this menu back to NO will disable direct reply via text messaging to SMS text notifications from this location.  Users will still be able to reply via the link to the mobile version of Case.

For more information on using bi-directional mobile communications features, please see the following help articles on:

• Creating contacts
• Managing contacts
• Inviting contacts to cases
• Mobile communications with contacts
• Mobile estimate approvals with contacts.