How to Change What Automated Email Notifications my Customer Receives

Managing Client Email Notifications

Quick guide to view and toggle client notifications in FlexPoint

Step 1: Select the Customer ▶

1. Navigate to "Customers"
2. Click "Customers"
3. Select the "Customers" tab if it is not already
4. Search and select the applicable customer

Step 2: Manage Notifications ▶

1. Select the "Notifications" tab
2. Click the gear icon
3. Toggle automated emails on or off
4. Click "Save"