About individual customer messages

Individual customer messages are messages sent to a specific (the current) customer.


The New Customer Message screen is pre-loaded with the customer's preferred method of contact and related data. If the customer does not have a preferred method of contact specified then H2OS will use select one (biased to using electronic methods).


The operator can type the complete message, and/or insert text from boilerplate notes in the library.


These messages can be sent directly or can be saved by H2OS. Saved messages are displayed on the CUSTMSGS page, and can be sent by clicking the SEND ABOVE MESSAGES NOW command on this page.  


This chart shows the ways the operator can launch the New Customer Message and the related screens that follow