The SMS Profiles section in Logixx CRM allows administrators to configure and manage SMS sending profiles used for system-triggered or manual messages. These profiles define how and when SMS messages are executed, ensuring communication consistency and operational control.
📍 Navigation Path
Admon > Site Setup > System Configuration > SMS Profiles
Features & Actions
Filter & Search
Use the Filter option at the top of the page to quickly find specific SMS profiles based on their status, Name and Execution Type.
Add New SMS Profile
Click the Add button to create a new SMS profile. You will be prompted to enter:
Name – A recognizable title for the SMS profile
Execution Types – Select how the SMS will be triggered
Settings - Select :
From : From Executor, From Owner, From User
To: To Applicant, To Owners, To Users (dropdown), To Phone Number
SMS Template: Template (Dropdown)
Once saved, the new profile will appear in the list.
Viewing SMS Profiles
Profiles are displayed in a table format with the following columns:
Column | Description |
✅ Active | Indicates if the SMS profile is currently active |
📝 Name | The label or title of the SMS profile |
⚙️ Execution Types | Defines how the profile is triggered (e.g., scheduled, real-time) |
More Options (Three-Dot Menu)
At the end of each row, click the three-dot button (⋮) to access available actions:
Edit – Modify the profile’s name or execution types
Deactivate – Disable the profile without deleting it
Delete – Permanently remove the profile
⚠️ Deactivating an SMS profile prevents it from being used in triggers or manual messages until reactivated. Deletion is permanent and should be done with caution.
Permissions
Access to the SMS Profiles section is restricted to users with administrative or configuration-level permissions.