This is not a necessity but adds another string to your bow; Twilio SMS integration allows you to send SMS text messages from within the software. Currently only used on the planning search. it adds the ability to send SMS text messages to any mobile number of Planning agents, available.

To set it up, navigate to Twilio and create an account. You will automatically be assigned a Twilio Number but you can change this by clicking on All Products and Services:

Then select Phone Numbers 

Click Buy a Number and you can purchase a new number

Once happy with your number, this becomes the number that all SMS messages get sent from. You CANNOT use your own here but you can forward them on. This is dealt with in the next steps on how to handle replies, Voice and SMS back to the number and is a crucial step in order to receive replies.

Navigate the menu again and select TwiML Bins

Click to add a new Bin, and give it a friendly name such as Voicemail and copy the following into the space provided:

<?xml version="1.0" encoding="UTF-8"?>
    <Say voice="woman">Hi, thanks for calling. Please leave a message after the tone.</Say>
    <Record maxLength="30" />

You can modify the text and voice types to whatever you wish.

Do the same again for SMS Forwarding ensuring you copy your own number in the green area including country code.

<?xml version="1.0" encoding="UTF-8"?>
    <Message to='+447878389457'>{{From}}: {{Body}}</Message>

All that is now left to do is navigate back to your Twilio Dashboard and copy your Account SID and Auth Token into Config | Twilio within the software

FINALLY, when you come to send an SMS in the software, copy your number into the Source Number field. The software will then remember this number.