1. Navigate to Module Settings:

   • Go to Setup → Under Customization, select the Modules & Fields tab.

   • Under the Module tab, locate and select "Patient."

   • Click on the "Links and Buttons" tab.

   • Click on "+ New Button."
     

2. Configure Button Details:

   • Name: Bulk_SMS_Button_Patient

   • Description: Button for sending bulk SMS from the Patient module.

   • Placement: Select "List View Mass Action Menu" (This allows bulk messaging for multiple selected records).
     
     

3. Define Button Action:

   • Choose "Invoke a URL" (Always select this option).

   • Retrieve the URL from the Standalone Portal:

     • Go to Get Started → Step 3 - Configure → Button Configuration.

     • Select Module: Patient.

     • Choose Phone Field: (Confirm with the customer which field stores the phone number).

     • Click Generate Send SMS URL.

     • Copy the generated URL.
       

   • Paste the copied URL into Zoho CRM, where the button is being created.

4. Assign Button Visibility:

   • Select the profiles that should have access to the button (e.g., Sales, Administrator).

   • Confirm with the customer which profiles should see the button.

5. Save the Button Configuration.

Steps to Configure Converse Desk

1. Navigate to Setup

   • Go to Setup → Under Customization, select the Modules & Fields tab.

2. Create a Web Tab

   • Select "Web Tabs" and click on "New Tab"

3. Fill in the Details:

   • Tab Name: Converse Desk

   • Source: Links

4. Enter the URL Based on the Data Center:

1. US Data Center: https://app.sms-magic.com/app/#/converse-desk?state=${SMSMagic.User Token}&userId=${Users.User Id}

2. EU Data Center: https://eu.app.sms-magic.com/app/#/converse-desk?state=${SMSMagic.User Token}&userId=${Users.User Id}

3. AUS Data Center: https://aus-app.sms-magic.com/app/#/converse-desk?state=${SMSMagic.User Token}&userId=${Users.User Id}

5. Assign Access:

   • Select the profiles that should have access to the Converse Desk.

Save the Configuration.