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How to stop a customer from receiving certain types of messages

How to stop a customer from receiving certain types of messages. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open the customer in Customers.
  2. Go to the Notifications tab.
  3. Untick the message types the customer does not want (for example Quotes & proposals, Deliveries & pickups, Payment reminders, Announcements & newsletters).
  4. Press Save preferences.

Tip

Groups marked (required) cannot be switched off: Safety, inspections & handovers, Storm & weather alerts, Invoices & receipts and Account notices. Each contact can also choose what they are notified about in the portal (Team & notifications).