How to change your default phone number for sending SMS text messages in AMS+

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.

This article explains how to change the default VoIP phone number used to send SMS text messages in AMS+. If your agency has multiple VoIP phone numbers, you can select which number appears as the sender when you send text messages.

For more on SMS texting in AMS+, including training and related resources, see this feature overview.

Requirements

• Your agency's AMS+ account must have at least two VoIP phone numbers. Learn more.
• You must be logged into AMS+ as an Agency User or Agent CRM User.

Set your SMS phone number

Note: The SMS phone number can't display a different caller ID. Due to FCC regulations, the SMS number must be associated with a purchased or ported VoIP phone number.

Go to My Account > Phone > Caller ID.

In the SMS Phone Number section, select the dropdown list, and select the VoIP phone number you want to use for SMS messages.

Only VoIP phone numbers are available for selection.

Select the Save button.

Your selected VoIP phone number will now be used as your default SMS phone number when sending text messages in AMS+.

Note: This setting doesn't apply to Enhanced Automated Workflow texting actions (which are currently available to beta testing participants only). Those always send from the account's default number, regardless of any user's personal SMS phone number.

Bulk Rx Collect requests

For Rx Collect requests sent individually, your SMS phone number setting applies as usual. For Rx Collect requests sent in bulk, AMS+ uses the SMS phone number set on the user account linked to each record's Servicing Agent instead, not necessarily the person sending the request. If that user hasn't chosen a number, the request uses your agency's default SMS phone number.

Legacy components

The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.

Legacy components in this section:

• Sales Enablement Visible permission — accounts using Sales Records

Sales Enablement Visible permission

To access My Account > Phone > Caller ID, you must be assigned to a Security Group with the Sales Enablement Visible permission.