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Mark client records for TXT communication

Go to: Clients menu > Client Details > select client.

You now have the ability to specifically mark clients for txt communication.

When you add a mobile phone number to a client, VisionVPM will display the following prompt, asking you if you want to mark the selected client for future txt communication.

When you click Yes, VisionVPM will select the new Can send TXTs check box in the Settings tab of the Client Details window.

You will then be able to target clients who have been marked to receive TXT or not, when running the Reminder Schedule.

On updating, VisionVPM will select the Can send TXTs check box for all clients who currently have a Mobile Phone number entered in VisionVPM. If you specifically know clients who do not want to receive reminders by TXT you can unselect the check box on the Settings tab.

You will also be able to find all clients that have been marked to receive reminders by TXT in the Marketing Schedule. A Uses TXT check box has been added to the Client tab.

The setting has also been added to the Bulk Updates window on both the Reminder Schedule and Marketing Schedule, where you can either apply or remove the setting.

See Also

Changes to the Clients module v345

New banking processes

Coloured fields for data entry on new clients and animals

Last Payment Date added to VisionVPM

Mark appointments to not send SMS txt messages

Extra phone number field increased in size

Warning when product is invoiced at a price below cost + GST

View stock onhand amount when invoicing

List of Stock Letters for printing

Automatic credit card fee - per card type

Exclude inactive animals from Client Information report

Dept and Vet code added to Reversal window

Print list of appointments for a client and animal

Add actual date of syndication change

Loyalty scheme date range

Vet column on Client Invoice List window

Extra invoice search functionality

Today's date added as a merge field

Checking for duplicate microchip numbers

Changes to Hospitalisation process

View the original clinical record for a hospitalised animal

Send an SMS message to anyone

Animal info button on estimates

Discharge date available for merging

Print multiple animal labels

Clinical Record report

Lab results and notes included in Full Clinical report

Exclude an inactive client in the marketing search

Lab results and lab notes included in Import/Export functionality

Secondary Grouping added to Monthly Statistics report

Incomplete/On hold invoices on EOM procedures

Order changed on Client EOM Procedures menu

Management figures updated