How to choose which automatic messages a customer receives
How to choose which automatic messages a customer receives. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the customer and go to the Notifications tab.
- Untick the message groups the customer does not want (for example Quotes & proposals, Payment reminders, Insurance certificate reminders, Announcements & newsletters).
- Press Save preferences.
Tip
Groups marked required cannot be switched off: safety and inspections, storm alerts, invoices and receipts, and account notices (credit hold, final notice).