Client Email Notification Preferences - Revision history

SarahK: Redirected page to Other Tab#Client Email Preferences

2022-03-03T18:21:39Z

Redirected page to Other Tab#Client Email Preferences

SarahK at 18:50, 7 February 2022

2022-02-07T18:50:29Z

SarahK at 18:48, 7 February 2022

2022-02-07T18:48:53Z

SarahK at 13:11, 4 August 2020

2020-08-04T13:11:24Z

John at 15:21, 1 May 2020

2020-05-01T15:21:43Z

Matt at 17:37, 12 March 2020

2020-03-12T17:37:51Z

Nathan: Created page with "
This section describes features available in version 7.10 and above
Client accounts are able to select wh..."

2020-03-12T15:22:04Z

Created page with "<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div> Client accounts are able to select wh..."

New page

<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div>

Client accounts are able to select which email types to receive, if any. Each check box determines the emails that a client will receive as part of their account. Uncheck a box to stop that email type being sent to the account holder.

On upgrade to WHMCS 7.10 or for a new install, a client will be set to receive all email types.

A client can change these preferences themselves in the client area when editing their details.

There are certain emails that a client will always receive irrelevant of the preferences set - these are the Email Verification and password reset emails.

====Email Notification Groups====

The groups of email notifications match those found in Email Templates. When disabled, a client will not receive any emails sent using those email templates.

Mass Emails will also be disabled for that client depending on the type of [[Mass Mail]] being sent. For example, a 'General' mass mail will not be sent to a client who has chosen not to receive General emails.

← Older revision		Revision as of 18:21, 3 March 2022
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−	~~<div class="docs-alert-info"><i class="fa fa-info-circle"></i>This section describes features available in version 7.10 and above.</div>~~	+	#REDIRECT [[Other_Tab#Client_Email_Preferences]]
−
−	~~Clients and users can customise their '''Email Preferences''' from the client area.~~
−
−	~~Admins can also customise '''Email Preferences''' via the admin area. For example:~~
−
−	[[~~File:ClientEmailPrefs.png\|thumb~~]]
−
−	~~Each checkbox controls a group or type of emails that a client or user will receive. Uncheck a box to stop the system from sending that email type.~~
−
−	By default, clients and users are configured to receive all email notification types. You can disable these options using the '''Client Email Preferences''' section of the '''[[Other Tab\|Other]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' .
−
−	~~====Email Notification Groups====~~
−
−	~~The groups of email notifications match those in '''Email Templates'''.~~
−
−	When you disable this, clients and users will not receive any emails that use those email templates. There are some exceptions for emails that a user will always receive regardless of the email notification settings (the '''Email Verification''' and '''Password Reset''' emails).
−
−	This also disables mass emails for this user or client, depending on the type of [[Mass Mail]] sent. For example, the system won't send a '''General''' mass mail if the user or client has chosen not to receive '''General''' emails.

@@ Line 5: / Line 5: @@
 Admins can also customise '''Email Preferences''' via the admin area. For example:
-[[File:ClientEmailPrefs.png]]
+[[File:ClientEmailPrefs.png|thumb]]
 Each checkbox controls a group or type of emails that a client or user will receive. Uncheck a box to stop the system from sending that email type.

@@ Line 9: / Line 9: @@
 Each checkbox controls a group or type of emails that a client or user will receive. Uncheck a box to stop the system from sending that email type.
-By default, clients and users are configured to receive all email notification types. You can disable these options using the '''Client Email Preferences''' section at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' .
+By default, clients and users are configured to receive all email notification types. You can disable these options using the '''Client Email Preferences''' section of the '''[[Other Tab|Other]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' .
 ====Email Notification Groups====

@@ Line 1: / Line 1: @@
-<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div>
+<div class="docs-alert-info"><i class="fa fa-info-circle"></i>This section describes features available in version 7.10 and above.</div>
-Clients and Contacts/Sub-Accounts are able to customise their Email Preferences from the client area.
+Clients and users can customise their '''Email Preferences''' from the client area.
-Admins can also customise Email Preferences via the admin area. A screenshot of this user-interface is pictured below.
+Admins can also customise '''Email Preferences''' via the admin area. For example:
 [[File:ClientEmailPrefs.png]]
-Each check box controls a group or type of emails that a client will receive.
+Each checkbox controls a group or type of emails that a client or user will receive. Uncheck a box to stop the system from sending that email type.
-Uncheck a box to stop that email type being sent to the account holder.
+By default, clients and users are configured to receive all email notification types. You can disable these options using the '''Client Email Preferences''' section at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' .
 ====Email Notification Groups====
-The groups of email notifications match those found in Email Templates.
+The groups of email notifications match those in '''Email Templates'''.
-When disabled, a user will not receive any emails sent using those email templates. There are some exceptions for emails that a user will always receive regardless of the email notification settings - these are the Email Verification and Password Reset emails.
+When you disable this, clients and users will not receive any emails that use those email templates. There are some exceptions for emails that a user will always receive regardless of the email notification settings (the '''Email Verification''' and '''Password Reset''' emails).
-Mass Emails will also be disabled for that client depending on the type of [[Mass Mail]] being sent. For example, a 'General' mass mail will not be sent to a client who has chosen not to receive General emails.
+This also disables mass emails for this user or client, depending on the type of [[Mass Mail]] sent. For example, the system won't send a '''General''' mass mail if the user or client has chosen not to receive '''General''' emails.

← Older revision		Revision as of 15:21, 1 May 2020
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	By default, a client is configured to receive all email notification types and all contacts are configured to receive no email notifications.		By default, a client is configured to receive all email notification types and all contacts are configured to receive no email notifications.
		+
		+	These options are enabled by default, but can be disabled for all clients via the '''Setup > General Settings > Other tab > Client Email Preferences''' .

	====Email Notification Groups====		====Email Notification Groups====