Channel Preferences
- Devan Robertson
- Kristafanie Somers
Owned by Devan Robertson
This decision table allows administrators to determine when each correspondence channel is available and what options are available to the user during intake. Changes made to this table will impact what is reflected in the correspondence preferences section of the summary page during intake.
Actions
The following actions are configurable in the table.
| Action | Description | Possible Values |
|---|---|---|
| Return | This value determines the correspondence channel that is set if the conditions in that row are met. | Email, Mail, Secure Messaging |
| Can Modify Channel? | This value determines if the user is given the ability to modify channel when set to the channel for a given row. | TRUE, FALSE |
| Can Change Address? | This value determines if the user is given the ability to modify address when set to the channel for a given row. | TRUE, FALSE |
Default Configuration
The table may include any number of conditions. The following conditions and corresponding actions are configured in the core product.
| Is Email Available? | Is Secure Messaging available? | Origin | Return | Can Modify Channel? | Can Change Address? |
|---|---|---|---|---|---|
| TRUE | External User | Secure Messaging | FALSE | FALSE | |
| TRUE | FALSE | FALSE | |||
| FALSE | FALSE |
To automatically default to the mail channel when email is the default correspondence channel but no email address is on file for the account holder, enable the NoEmailDefaultToMail option in QFD Extensions.