To add Credit Alerts you need to follow these steps;

  • Go to Settings
  • Go to Integration and select SMS Configuration

  • Login with your SMS Account settings (these may be different to the OpenCRM user credentials you use elsewehere)
  • This will show you the Control panel for your SMS account
  • Select the Settings option

  • This will take you to a screen that looks similar to this;

  • Select the Credit Alerts button

Save and Logout when you have finished.

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