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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.