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We determine a set number of days to look for Jobs to match. Normally up to 5, but that can be changed using a System Parameter.
Once a message is received, the system looks for Jobs with matching sender and receiving number within the timeframe we set.
If the system finds a job with matching numbers, it includes the reply in it as an “SMS Received” diary action.
The Sales Rep of the job will receive a notification of the new received message.
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If the System cannot match the numbers to any Job, one or more predetermined users will receive a notification of those messages and they will be able to match them manually using the same procedure as the Outlook inbox. Refer to “Setting up Employee Notifications” for instructions in setting up users to be notified.
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