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Overview
In AdviserLogic, you can send emails and SMS messages directly from the Client Home screen -no need to navigate elsewhere. This feature is designed to save time and streamline communication, especially for simple touchpoints like meeting reminders or follow-ups.
👉 Quick Message Workflow
From the Client Home screen:
To send an Email | Select the client’s email address. This will open a new message in the Email screen with the client’s details pre-filled. |
To send an SMS | Select the client’s mobile number. This will launch the SMS screen, again pre-filled with their contact details. |
This makes it easy to send quick messages without interrupting your workflow.
⚠️ Common Issue to Watch For
We’ve seen cases where this feature appears not to work—but it’s usually due to one simple detail:
The client's phone number must be set as the primary Mobile number in their contact information in Fact Find.
The client's primary email must be set as the primary email within Fact Find
If the number or email is saved under a different label (such as 'Work' or 'Home'), the SMS function won’t trigger from the Client Home screen.
📳 Sending SMS
Selecting the Mobile Phone link will open the SMS composer right in the window you are working in. The client will be automatically added as the recipient.
👉 For a complete guide on how to use the SMS system please follow the SMS Instructions
📧 Sending Email
Selecting the Email link will open the Email composer. The client will be automatically added as the recipient, where you can compose an email or select a template as usual.
👉 For a complete guide on how to use the Email system please follow the Email Instructions