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Changing Text Message Settings at the Customer Level

Corey Syrnyk
  • Updated

The default behaviour of automated text message notifications is set at the account level. This article takes you through the process of overriding default behaviour on a customer-by-customer basis.

Tips

Text messaging must be enabled for your Stax Bill account. To request this functionality, please contact us.

 

To enable or disable sending automated text messages to a specific customer:

  1. Navigate to the dashboard of the customer for whom you want to make changes.

  2. At the bottom of the Customer card, click Text Settings.

  3. In the Text Settings section, verify or change the phone number for text messages.

  4. Under Text Communications, the current settings and Account defaults are displayed for each notification type.

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  5. For each notification type, select Enabled, Disabled, or Account Default.

    Note: The account default can change. To not follow the account default, select Enabled or Disabled. This setting will not change with the Account Default if the default should change at a future time.

  6. Click Save to commit your changes.

Note: Use the Enable All, Disable All, or Account Defaults All buttons to apply the same setting ( Enabled, Disabled, or Account Default) to all text notification types.