I would love the ability to send the executive summary to clients as a text message.
SMS Text Messages
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Awesome idea@Patricia Grimes love it! I’m curious, would you want the SMS to include a link to the full report or only include the contents of the executive summary?
Perfect, thanks for confirming@Patricia Grimes Please keep the ideas coming :)
What about sending transactions that client needs to review via SMS?
Hey@David Schmidt I'm just replying here instead of over email so that other folks can see the answer as well :)
Currently, SMS is not supported for Transaction Review. A follow-up question, let’s say that a client of yours had five transactions to review. Which of the following would you prefer?
1) One message indicating that they had five transactions to review with a link into Digits to get more details and review?
2) A message per transaction with a bit more details and the ability to respond via text and understanding that five messages in a short time span could be seen as spam or overwhelming?
3) Other - let me know what you’d ideally like.
Thanks!