Assigning MMS Messages as a Material

Similar to SMS messages, MMS messages received in Inbox are now visible and can be assigned as a material to a record.

Assign MMS Messages as a Material in Inbox

Create a Material

Much like assigning a new material via Batch Acquire, configure any necessary material types in Database > Materials.

Assign the MMS as a Material

After receiving an MMS attachment as a text message in Inbox, follow these steps to assign it as a material on the person record:

  1. Assign the message to a record if unassigned.
  2. Click on the MMS message. Then within the pop-up, click Assign.
  3. A window similar to the batch acquire tool will appear. Enter the following configurations in the right pane:
    • Scope - Select Folio/Application (if the message pertains to a dataset record, select the corresponding scope instead)
    • Assign To - Search and select the appropriate record
    • Material - Select Record Folio to assign the material to a person record, or the application round to assign the material to an application record. Custom material types with a scope of 'Person/Application' will appear as options. School-scoped materials will also be available if a school is present on the record and selected for this setting.
  4. Click Save.

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