How do I edit customer notification preferences?

If a customer wants to change which notices they receive, or the method of contact, you can adjust their settings by following the steps below.

1. Go to your customer's profile. 

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2. In the Customer Information section, click the Notification Preferences button.

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3. The pop up will show you the current setting that a customer has selected on their account. You can then click Edit Notification Preferences to customize what notifications (and what type of notifications) your customer receives.

* Note, if you are not able to select a notification or contact method because the section is grayed out, that is because you haven't turned on that notification

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