Customer Settings & Alerts

One Click Default Alerts & BPAY Reference Numbers

Quickly set up default email alerts or create BPAY reference numbers for all customers in one click by;

  1. Select Customers from your menu and find Customer Settings
  2. Click the Create BPAY References button to generate BPAY Reference numbers for all customers who do not currently have one
  3. Navigate to Email Settings at the top of the page
  4. Here you can turn on default email alerts for customers  

 

Customer Details

  • Under the Customer Details section you can generate BPAY Reference numbers for all customers who do not currently have one.
  • You can customise three customer fields that appear on the customers profile.
  • Customise the name of your Customer Reference Number field
  • Generate and create unique customer reference numbers for all your contacts (these are not the same as BPAY Reference numbers)

 

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