WorkCustomers
Communication Actions
How to message and print for selected customers from the Customers list, and where those messages appear afterwards.
Customer communication actions are driven from the Customers list and work from the customers you have ticked. The menu does nothing until you make a selection first.
Messages sent this way land in Work > Communications, so they can be reviewed later in one place along with any replies.
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: Messages and documents are only for the selected customers, 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.
Message Customers
- Email, text or both: Choose how, then write an email and a text, or start from your templates. Each customer gets one message, filled in with their own details.
- Their choices count: A customer who has asked not to be emailed or texted isn't, and their preferred way comes first when you send by email or text.
- Saved addresses: Customers with more than one saved email address can be sent to any of them. The main address is used unless you choose another.
- Credits: Texts sent through Work Planner use SMS credits for each text a message takes once filled in, so a longer message can cost more than one credit per customer. The popup checks before sending.
- More: See Message Customers Popup.
Print Documents
- For the selected customers: Choose a customer template you print, and a preview shows it filled in for each customer in turn before you print.
- Emailing a document: Attach it to an email in Message Customers instead.
- More: See Print Documents Popup.
Related articles
- Customers List: Shows where the More Actions menu lives.
- Communications: The shared history page where outbound email and SMS now appear after sending.
- 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.