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How do I customise SMS templates for different transactions?
Yes. Zoho ERP allows you to customise SMS templates for different notification types such as invoices, payments, and reminders.
To customise an SMS template:
- Log in to your Zoho ERP organisation.
- Click Settings in the top-right corner and scroll down to Extension & Developer Data.
- Under Integration & Marketplace, select SMS Integration.
- Click Configure near Twilio.
- Click Change Template next to the required SMS template.
- Click Customize Template.
- Edit the message and insert placeholders if required.
- Click Save.
The updated template will be used for all future SMS notifications of that type.