Required Borealis Add-on: SMS functionality
All SMS received from a stakeholder are logged in the “SMS received” section in the stakeholder engagement module.
If the SMS is a direct reply from a text message you sent previously, it is then processed automatically by the system and creates a communication record.
If no communication was sent from Boréalis prior to receiving an SMS (meaning someone just sent an SMS to your business phone number), no communication record will be created and the SMS will be marked as "Ignored".
In this case, SMS has to be retrieved manually. The system will automatically recognize the sender if his phone number is associated with a stakeholder in Boréalis. If not, a stakeholder record can be created in the system with the phone number associated to it.