Feature available on CASEpeer Advanced
If your firm is using our Office Suite Reporting feature, you can select a different text number for each of your offices.
Navigate to the
Icon in the top right corner of your account and select Account Settings.
Scroll down to the Additional Features section and find the Client Texting box.
Click Activate.
A pop-up window will appear.
Select the Office you'd like to choose a text number for.
Type in the desired area code.
Click Next.
Select the number you wish to make your permanent text number.
If no numbers are available with your selected criteria, click Prev to go back and try another area code.
Click Next.
Click Confirm. Note that this number cannot be changed after it is confirmed.
You have successfully set the text number. This is the number your clients will see when the office sends text messages.
NOTE: This can only be done by a firm administrator or a user with the User is Allowed to Access SMS Text Number Selection Wizard permission.