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# Adding send bulk sms button

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."**

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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).

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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.

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   * 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.**

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### 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:**

5. **US Data Center:**  \[[https://app.sms-magic.com/app/#/converse-desk?state=](https://app.sms-magic.com/app/#/converse-desk?state=)$\{SMSMagic.User](https://app.sms-magic.com/app/#/converse-desk?state=$%7BSMSMagic.User) Token}\&userId=$\{Users.User Id}

6. **EU Data Center:**  \[[https://eu.app.sms-magic.com/app/#/converse-desk?state=](https://eu.app.sms-magic.com/app/#/converse-desk?state=)$\{SMSMagic.User](https://app.sms-magic.com/app/#/converse-desk?state=$%7BSMSMagic.User) Token}\&userId=$\{Users.User Id}

7. **AUS Data Center:**  \[[https://aus-app.sms-magic.com/app/#/converse-desk?state=](https://aus-app.sms-magic.com/app/#/converse-desk?state=)$\{SMSMagic.User](https://aus-app.sms-magic.com/app/#/converse-desk?state=$%7BSMSMagic.User) Token}\&userId=$\{Users.User Id}

8. **Assign Access:**

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

**Save the Configuration.**

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