Difference between revisions of "Client Email Notification Preferences"
(Created page with "<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div> Client accounts are able to select wh...") |
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<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div> | <div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div> | ||
− | + | Clients and Contacts/Sub-Accounts are able to customise their Email Preferences from the client area. | |
− | + | Admins can also customise Email Preferences via the admin area. A screenshot of this user-interface is pictured below. | |
− | + | [[File:ClientEmailPrefs.png]] | |
− | + | Each check box controls a group or type of emails that a client will receive. | |
+ | |||
+ | Uncheck a box to stop that email type being sent to the account holder. | ||
+ | |||
+ | By default, a client is configured to receive all email notification types and all contacts are configured to receive no email notifications. | ||
====Email Notification Groups==== | ====Email Notification Groups==== | ||
− | The groups of email notifications match those found in Email Templates. When disabled, a | + | The groups of email notifications match those found in Email Templates. |
+ | |||
+ | When disabled, a user will not receive any emails sent using those email templates. There are some exceptions for emails that a user will always receive regardless of the email notification settings - these are the Email Verification and Password Reset emails. | ||
Mass Emails will also be disabled for that client depending on the type of [[Mass Mail]] being sent. For example, a 'General' mass mail will not be sent to a client who has chosen not to receive General emails. | Mass Emails will also be disabled for that client depending on the type of [[Mass Mail]] being sent. For example, a 'General' mass mail will not be sent to a client who has chosen not to receive General emails. |
Revision as of 17:37, 12 March 2020
Clients and Contacts/Sub-Accounts are able to customise their Email Preferences from the client area.
Admins can also customise Email Preferences via the admin area. A screenshot of this user-interface is pictured below.
Each check box controls a group or type of emails that a client will receive.
Uncheck a box to stop that email type being sent to the account holder.
By default, a client is configured to receive all email notification types and all contacts are configured to receive no email notifications.
Email Notification Groups
The groups of email notifications match those found in Email Templates.
When disabled, a user will not receive any emails sent using those email templates. There are some exceptions for emails that a user will always receive regardless of the email notification settings - these are the Email Verification and Password Reset emails.
Mass Emails will also be disabled for that client depending on the type of Mass Mail being sent. For example, a 'General' mass mail will not be sent to a client who has chosen not to receive General emails.