After creating a new client or contact, Kalix will automatically assign them with your default messaging method. This default method was chosen by you when you set-up Messaging in your Kalix account.
For an individual client or contact, Kalix allows you to change the messaging method from the default to another method. For instructions on how to do this please see below.
Important: before a messaging method can be assigned to a client or contact, you need to enable Messaging in Kalix.
Client Messaging Methods
Open the client's file.
Click on the section Details to view and edit the details page.
On the details page, under General Details, select Edit.
Make sure the client has a messaging method selected in the messaging method field.
Note: Kalix automatically assigns new clients your default Messaging Method (assigned on the Messaging Settings page). You can change the client's messaging method here.
Important: If you do not see a Messaging Method field here, it is because you have not enabled Messaging yet. Please complete this step before continuing.
Entering a Valid Contact Number and Email Address.
Make sure the client has a valid email, phone number and/or fax number saved. Phone and fax numbers must contain your state area code.
If using SMS (text message), the telephone number Type field must be set to cell phone (or mobile).
If using fax the telephone number Type must be set to fax.
Note: Kalix allows you to save unlimited contact phone numbers to the client's Details page. If you save multiple numbers for a particular client, Kalix will send messages to the first phone number listed.
Contact Messaging Methods
Open the contact's (e.g. primary care physician) file by clicking on Clients on the top header, followed by Contacts.
Locate the contact in your contact list and click on their name to view their file.
Within the contact's file, click on the section Details to view and edit the details page.
On the details page, under the Other Details subsection. Make sure the contact has a messaging method selected in the messaging method field. Kalix will automatically assign new contacts created with your account's default Messaging Method (assigned on the Messaging Settings page). You can change the contact's messaging method here.
Make sure the contact has a valid email and/or phone number saved. Phone numbers must contain your state area code.
If using SMS (text message), the telephone number Type field must be set to cell phone (or mobile).
Note: Kalix allows you to save unlimited contact phone numbers against the client's Details page. If you save multiple numbers for a particular contact, Kalix will send messages to the first phone number listed.