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Before you begin we recommend doing two things:
  1. Setting up your company logo if you haven’t already: Update your Company Logo
  2. Customizing the Subject and Body of the Contact Update e-mail that you’ll be sending to your customers: Customize Contact Update Emails and Text Messages
You can send one or many Contact Update Forms via email to your clients using the Contacts screen. In the Actions column, click on the Contact Update Form button: If you’d like to allow your user to update their mobile phone you can check that box. The preferred way to send Contact Update Forms should be email so that you don’t send SMS without the users permission.  Users will receive an email similar to the one below:  Once they click the link they will receive a dialog like the one below to confirm they’d like to receive SMS and they can update their phone number in ConnectWise if you’ve allowed them to do so.  Once they are opted in the system will show that they’ve opted in, and any changes to the mobile number will be pushed to either your PSA or M365 as specified. This data is also visible in the MSP Process Pod (for ConnectWise, HaloPSA, Kaseya BMS, Syncro, SuperOps and Zendesk; A green status message shows when someone has opted in:  Please note: Contact update forms can expire. You can update the timeframe by:
  1. Logging in to the MSP Process platform
  2. Navigating to the SMS Messaging _> Contact Update Setting _> Contact Update Setting Dropdown.
  3. From there you can adjust the timeframe at the bottom of the dropdown in the “Contact Update Settings Link Expired In” area.