The Communications Manager tab in Sera will allow you to control which messages are enabled or disabled in your account at one of three different levels - the company, the individual text or email, and the customer.
Editing Communication Preferences
To edit communication preferences in your Sera account, go to Company --> Communications.
There is an options bar at the top of the page that will allow you to see all communications for the entire company
You can use the buttons at the top of the screen to view notifications specific to Customer, Admin, and Technician roles along with a Change History which will display any changes to these settings.
Use the toggles to the right-hand side of the Email or Text options at the top of the screen to enable or disable communications, or if you want to stop the communications in both formats, you can also use the toggle next to All Communications.
Note: A few communications will always be enabled that are related to accounts being created within the system. Communications marked with Required are unable to be disabled.
Once any changes have been made, you will hit Save Changes at the bottom of the screen and you will be prompted to enter your reason for your change.
These preferences are also able to be updated on the customer level as well.
A record of this change, along with the timestamp, user who performed the change and the reason for change will be documented within the Notes tab on the customer's profile.