9.3 Client Notifications

What are Client Notifications?

Client Notifications are the email notifications clients receive when an action is taken by the Admin or a Manager.

By Default, Clients will receive email notifications for the following actions:

Requests

• New: Submitted by the Client or created by and Admin or Manager
• Open: Admin or Manager has updated the status of a Request to Open
• Working: Admin or Manger has updated the status of a Request to Working.
• Closed: Admin or Manger has closed a Request.

Conversations

• New: Admin or Manager has started a conversation relating to a Request.
• Answered: Admin or Manager has submitted a Response to a Conversation.

Tasks

• New: Created by and Admin or Manager
• Open: Admin or Manager has updated the status of a Tasks to Open
• Working: Admin or Manger has updated the status of a Task to Working.
• Closed: Admin or Manger has closed a Task.

• How do I turn off Notifications for a Client?

Admin Dashboard > Clients > Contacts > Edit Contact

• Notifications can be turned off for individual contacts by selecting “Notifications” to off.