Under the settings category Communication you control which communication channel and which phone type are automatically preselected when you create a new customer or actor. The settings thus determine the default choice on the customer card, so that employees do not have to set it manually every time.
It is important to note that these two settings are not email or SMTP setup for sending invoices and orders. They exclusively determine the default communication channel on the customer/actor itself. The selected preferred communication is then used by the system to decide how, for example, sales orders, invoices and payment links are sent to the customer.
Open the menu (the hamburger icon) in the top left corner and select Shop Manager. Then go to Setup and Settings, and select the category Communication.
Access to change settings requires the relevant permissions. If you do not have access, you must contact a user with administrator rights.
Preferred Communication: Determines the communication channel that is set as the default on a customer or actor on creation. The value is then used by the system to choose the channel for automatic sending, for example of sales orders and invoices as well as for payment links. If you choose Email, it is sent by email, while Phone and SMS result in sending by SMS. The default value is NotSelected, which means that the field is empty and that no preferred channel has been selected.
The possible values are: NotSelected (not selected, the field is empty), Phone (phone is specified as the preferred channel), SMS (SMS is specified as the preferred channel), Email (email is specified as the preferred channel) and Invoice (invoice is specified as the preferred channel).
Default Phone Type: Specifies which phone type is preselected when a new phone number is registered on a customer or actor. The default value is SMS, so that new numbers are marked as SMS-compatible by default.
The possible values are: Home (home number), Office (work number), SMS (the number is marked as SMS-compatible) and Fax (the number is specified as a fax). Note that there is no invoice option for the phone type.
Want to know more?
Read more in these related articles:
Customers
How to use the customer register in Sapera – customer list with columns, filters and bulk actions, create and edit customer cards for private and business customers, all tabs on existing customers, the Customer setup dialog and merging customers.
SMTP server
Set up an SMTP server in Sapera so the system can send emails such as order confirmations, customer messages, signature invitations and payment links.
