Watch a quick video showing you how to change communication preferences in bulk, and scroll down for more information
Purpose: This setting allows you to set communication types, but also helps with excluding specific types of communication preferences. If you have customers who prefer specific reach-outs, the advanced options area will help with exclusions. There is also the ability to bulk change / edit your customer's preferences as well.
On this page, you have the ability to set your preferences when creating a new customer or work address. The options are Phone Calls, SMS, Email, & letters.
- Go to system settings > communication preference.
- Select the available checkboxes that pertain to your workflow. Hit save.
Advanced options - Bulk Changing
Please Note: Please view this guide on how to edit and change preferences in bulk.