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