WorkCustomers
Communication Actions
How the customer list uses selected customers for email, SMS, and document sending.
Customer communication actions are driven from the Customers list and work from the customers you have ticked. The important thing to remember is that the menu does nothing until you make a selection first.
Before You Open More Actions
- Select customers first: The More Actions button is disabled until at least one customer is ticked.
- Selection controls the recipients: Email, SMS, and document sending all use the selected customer IDs, not the whole filtered list.
- Why this matters: It keeps bulk sends deliberate and stops a filtered list turning into an accidental send to everyone in view.
Send Email
- Recipient source: Work Planner uses the selected customers and their saved email addresses.
- Primary email matters most: The main email address on the customer record is the default email identity Work Planner expects to work from.
- Best for: Batch customer updates, reminders, or anything that needs richer text than SMS.
Send SMS
- Recipient source: SMS uses the selected customer IDs and their saved mobile numbers.
- What to check first: If a customer has no mobile number saved, they are not much use in an SMS send flow, so it is worth checking the record before sending.
- Best for: Short customer updates or reminders where speed matters more than formatting.
Send/Print Documents
- Uses selected customer IDs: This is the customer version of document distribution, so the chosen customers control who the templates are generated for.
- Template choice comes next: Once the action opens, you choose a matching customer document template and then decide whether to print, email, or text it, depending on the template’s distribution settings.
- Best for: Formal customer-facing paperwork rather than quick general messages.
Related articles
- Customers List: Shows where the More Actions menu lives.
- Creating a Customer: Useful if communication is failing because the contact details were never set up properly.
- Editing a Customer: The next step when the email or mobile details need correcting before you send anything.
- Customer Detail View: Useful when you need to inspect one customer more closely instead of using a bulk action.