This option is found in the VertexFX BackOffice system, it allow the dealers to send messages for the online clients whom are on the client terminal.
How to use the broadcast message option?
The dealer should login to the BackOffice and choose the desired client, group or office from the accounts tree then choose the option Broadcast Message. After that, a small window will appear to him to write the text that will be sent to the client(s), after writing the desired text; press on the Send button, the message will be sent and appeared on the client(s) screen in a small window.
What are the steps of broadcasting a new message?
Lets say that a dealer wants to send a message for a certain client (Fade) who is online on the client platform.
1. The Dealer needs to select the client from the accounts tree at first, press right click on his account and choose the Broadcast Message option.
2. A small window will appear for the dealer to write the text message.
3. When the text message is ready, the dealer should press on the broadcast button, this message will appear on the client screen.
How to broadcast a SMS message?
This option allows the dealer to send SMS for the clients, groups or offices, but the dealer must be sure that the mobile number is added correctly in the client’s information.
To make sure that the mobile number is set in correct formula, it must be written without (+), (00). For Example: This mobile number is correct +962-6-552-0822
And you can check the mobile numbers for the clients from their saved information. Go to account tree, right click on the client account – choose the option Edit – Edit Client/Office – and check the mobile number in the mobile blank.
The steps are:
1.Select the desired client, group or office from the accounts tree – right click – choose the Broadcast SMS option, a window will appear.
2.Fill in the blank the desired text of the SMS window.
3.Press the broadcast button, and the SMS will be sent to the select client(s).
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