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
- Open the customer in Customers.
- Go to the Notifications tab.
- Untick the message types the customer does not want (for example Quotes & proposals, Deliveries & pickups, Payment reminders, Announcements & newsletters).
- 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).