How Contact changes affect Subscriptions

Modified on Fri, 19 Jun at 1:58 PM

Contacts and subscriptions are closely linked in Payreq Delivery.

A Contact contains the customer or account information Payreq uses to identify who a document belongs to. A subscription records that a customer, agent or mailbox has chosen to receive documents digitally for that Contact.

When Contact information changes, Payreq uses the updated details to identify Subscriptions that need to be reviewed.

This article explains two important ways Contact changes can affect subscriptions:

  • Name changes that cause active subscriptions to be flagged Deregister?
  • Mailer-managed subscription updates for authorised agents

 

Checking name changes on active Subscriptions

In some cases, a Contact update may indicate that the customer or account holder name has changed.

For organisations such as local government (where the unique identifier is maintained for the property) this can identify instances where ownership has changed, and an existing digital subscription may no longer belong to the current owner.

Payreq will flag these Subscriptions as Deregister? to prevent documents from being sent to the to the previous owner.

For more information, see Managing Deregister? Subscriptions

 

Mailer-managed Subscriptions for Agents

Contact updates can also be used to automatically maintain Subscriptions for recipients who have authorised Mailer-managed subscriptions.

A common example is a property manager receiving multiple documents on behalf of the property owner. Where a suitable Group or Notice ID is available, that identifier can be assigned to their Payreq Mailbox.

When Contacts are updated, any records that list an authorised Group or Notice ID are automatically subscribed to the corresponding Mailbox.

For more information, see Mailer-managed subscriptions.

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