Users can update their email preferences by clicking on their profile in the top right corner of the portal > Email Settings.
From the Email Settings Page, click the "Update Email Settings" button in the top right.
The Email Settings contain the below configuration options:
- Subscribe to Recieve Emails - Select the checkbox to receive emails from the system. Uncheck the checkbox to unsubscribe from all system emails.
- Email Subscriptions: Specify the types of emails you'd like to receive from the system
You can also specify the preferred Format for email notifications:
- Digest: Bundles activity notifications of Deals, Leads, and MDF Requests into a single email that is sent approximately one hour after the first notification event.
- Immediate: Sends individual notifications for each event.
Users who have opted-in to receive Portal Reminders can set the frequency for those Reminders as well as disable Reminders they no longer want to receive.