Discover what it is and how it works.

The Default Communication Centre enables you to easily send communications to your Customers, Suppliers and even internal staff on Service Geeni and any other email address.

To get to the Default Commination Centre, you need to head to:

Now that you are here, you can set the defaults within the system. When default communications are set to email for a Customer, Site or Supplier communication rule, the Email field on the Customer, Site or Supplier will be used as the default contact.

So, if you went into that Customer, Site or Supplier and viewed their communication rules, the Email contact should be selected.

In general, you have two types of defaults, Documents and Reminders.

These are scheduled emails triggered based on predefined criteria.

These define the appearance of a document, the information it contains and the criteria which determines the method used for their delivery.

Click on the link below for a list of available documents:

In the Reminders section, the right column indicates the type of reminder. You then have six fields to fill in.

Let's break these down!

You can tick this box to enable the rest of the settings.

Here you can choose where the email is sent from.

The frequency allocates how often the reminder is sent out. You can choose from:

This lets you choose when, during the frequency period, you want to schedule the reminder.

This lets you choose a particular day of the week or day of the month, depending on what frequency is selected.

For this section, you need to create or select an email template to attach the document to.

For each type of document, there are the following sections:

Let's dive into what each section means.

This is the output for this type of document - i.e. how the data information is displayed or sent.

This simply lets you choose what format you want the downloadable or attached document to be.

Here you can choose how the document is sent.

This is the address that will send the Document. It could be a no-reply address or a generic shared mailbox, rather than an individual’s address.

This template will be sent if email notifications are enabled. It outlines what should be included in the email such as the email subject and contents.

If none are available you will have to create a new one.

In many of the commonly used templates, you'll find Data Fields that can assist you in creating your email. These data fields can extract information from the record, such as the customer's name or site name, and can be utilised in both the subject line and the body of the email.

In Italic, these will only be available if you have that module enabled.

Click on the Expand arrow to view examples.