Changing Customer Communication Preferences
With version 7.27 of MediBooks it is now possible to send online payment requests to customers.
To send payment requests to a customer first, their contact details and delivery method need to be set. This can be done on an individual basis by editing the customers demographic information or by using the communication details dialog, both of which will allow editing details such as the delivery method or email address. The delivery method can also be updated for multiple accounts at once.
Changing the Communication Preferences for Individual Customers
The communications dialog can be accessed from two different places in MediBooks, the Front Desk and the Customer Details report.
To access the dialog from the Front Desk right-click on a customer and click on Communication Preferences.
To access the dialog from the Customer Details report, first run the report, for more information please read: The Customer Details report.
Next, right click on a customer and click on Communication Preferences.
From within the Communication Details dialog you can change the delivery method used by the customer. In addition, sending payment requests from places such as the Front Desk or customer accounts will provide an opportunity to update the customer payment request information. Once you have made the desired changes, click Save to save and close the dialog.
Updating Customer Delivery Methods in Bulk
Using the Customer Details report the Delivery Method for accounts can be updated in bulk.
First, run the Customer Details report, to learn how to run the report please read: The Customer Details report.
Select the customers whose delivery method you'd like to change. A range of rows can be selected by left clicking the first item and using left click with shift to select the last item. Then, right-click on the grid and select Update Delivery Method.
From the Change Delivery Method dialog select a delivery method and select "OK".
To confirm the changes click "Yes".
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