When a milestone fires a Send SMS action, the text now goes out from the number of the user assigned to the contract.
- If the assigned user has no texting number, the team’s default number is used. If the team has no default number set, the team owner’s default number is used.
- If neither exists, the text is skipped. The Milestones tab marks the action as skipped and explains why.
- A teammate’s number is never used in place of the assigned user’s.
- Sender merge fields such as
{{sender.first_name}}name the person whose number sent the text.
The action editor in Contract Types settings now says which number milestone texts send from.