A customers communication preferences determine the ways in which you are able to send them information. You can edit them through the customer's profile, this is useful if they no longer wish to receive communications in a certain way (no more emails or SMS for example).
- Once you've located the customer, click on the 'contacts' tab, then click 'edit'.
- You will now be able to amend the communication preferences of this contact.
- If you do not have the option of a communication preference it is because you need to add this to the customer information. e.g you will not have the option to send an SMS message if you do not have a mobile number recorded against this customer.
- Once you've made the appropriate changes, click 'Save' in the bottom right in order to apply these updates.