Set Notification Preferences

  1. In the upper-right corner of the page, select your name.

  2. Select Profile.

  3. Select the Portal Information tab.

    Client360 displays a unique product list based on your licenses.

  4. Select Edit.

  5. Update the settings as necessary.

  6. Select Save.

Client360 uses this data to manage inquiry notifications and display preferences. Review this information regularly.

  • Notification—Receive emails from Client360.

  • Show all inquiries of all contacts—See all inquiries created or related to any contact within the organization. This option enables the All Inquiries tab.

  • Show sensitive comments and attachments—See comments and attachments with DDI and DII information.