Communication rules let you set default preferences for how customers and work addresses prefer to be contacted. These rules apply when creating new customers or work addresses. You can choose between four default contact options, which can be changed later on either an individual or bulk basis.
Set Preference Defaults:
➡️ Go to Profile Icon > Settings > Customers > Communication Rules > View.
- Select the default preferences for contacting new customers or work addresses.
- Click Save.
Bulk Changing Existing Customers or Work Addresses Preferences:
➡️ Go to Advanced Options > Select View Customers or View Work Addresses.
- Filter your contacts by name or customer type.
- Change the communication preferences by ticking the preferences to include or exclude.
- Click Save.
The process will run in the background, and once complete, you will receive a notification.
Notes:
- If all communication preferences are unticked, you may still manually send emails or SMS through the Notes and Communications tab.
- If you do not enter a communication type during customer or work address creation, the respective preference cannot be set.
- The SMS feature is an optional add-on. Contact support for more information.