Enabling SMS configuration in My Account

You can enable users to directly enter the phone number or numbers they want to use for receiving SMS text messages from the library and what types of messages they want to get.

To enable this feature, you will need to have access to your Horizon Information Portal Admin. You will need to add a sub-tab for the SMS feature to the My Account tabset. You will find more information about managing your tabsets for Horizon Information Portal in the "Customizing the Information Portal Tabset" section of Horizon Information Portal System Administration Guide.

To enable SMS configuration in My Account

1 Open the Horizon Information Portal Admin.
2 Navigate to Customize > Interface > Tabset.
3 Copy one of the existing tabsets by clicking the Copy link. (Alternately, you could modify an existing tabset. If you do this, skip to step 5.)
4 Type a description for the tabset and click OK.
5 Click Edit Sub-Tabs.
6 Click the My Account tab that displays to the right.
7 Click Add Sub-Tab.
8 Specify the appropriate values. For more information about the fields, see Fields Sub-Tab Information.
9 Click OK.
10 Click Done.
11 Click Done again to leave the Edit Tabset page.
12 Navigate to Setup > Libraries > Profiles.
13 Select the profile that you want to add this sub-tab to.
14 Select Tabset, Indexes, and User-defined Limits.
15 Select the tabset you created in step 3.
16 Click Next.
17 If needed, modify the Indexes.
18 Click Done.
19 Repeat steps 13-18 to add the sub-tab to other profiles, as desired.
20 Restart Horizon Information Portal (JBoss).

After JBoss restarts, borrowers will be able to specify their SMS preferences, provided that the following conditions are met:

SMS has been configured in Horizon. For details, see Configuring SMS.
At least one notice type has been enabled for the location or system.
At least one phone type has been enabled for SMS messaging. For details, see Enabling SMS for a phone type.

Note: You can change the labels of the fields that display on the SMS page. For more information, see Modifying the labels for the SMS sub-tab.

Note: You can also control whether the Country or Type drop-downs display to the user. If you specify one or no Country Code, the Country drop-down does not display (for details about country codes, see Specifying country codes). If the Country drop-down is not displayed, the system assigns the default country code value specified for the location, the system-level default, or "US" (in that order). For information about configuring the defaults, see Configuring SMS.

If you specify just one phone type in Horizon that is SMS enabled, the Type drop-down does not display (for details about phone types, see Enabling SMS for a phone type).

 


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