Set Notification Preferences

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

  2. Select Profile.

    Client360 home page with the user menu open and a blue box around the Profile option.

  3. Select the Portal Information tab.

    Client360 displays a unique product list based on your licenses.

  4. Select Edit.

    User profile page on the Portal Information tab with a blue box around the Edit button.

  5. Update the settings as necessary.

    Portal Information tab on the Edit Profile page.

  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 inquiry of all contacts
See all Inquires created or related to any contact with in the organization. This option enables the All Inquiries tab.
Show sensitive comments and attachments
See comments and attachments with DDI and DII information.

Set Product Preferences

Update Your Profile