Setting Communication Preferences
When working with a caller, you can access their communication preferences so you can edit, add, or delete contact methods, and enroll them in utility programs. You can access the communication preferences from the Customer Dashboard. With the desired billing account displayed, use the Update Communication Preferences option from the action menu, which opens the Communication preferences drawer, which contains the same information as the Set Communication Preferences screen.
The Set Communication Preferences screen includes the following sections:
- Contact Methods: Use this section of the screen to add new contact methods or edit and delete existing contact methods. Contact methods include items such as phone numbers and email addresses.
- Mailing Address: Use this section of the screen to enter and edit physical addresses where paper communications are delivered. These can include mailing, premise, and seasonal addresses.
- Notification Preferences: Use this section of the screen to enroll contacts in utility notifications and specify which contact methods to use for each notification type.