Client Portal Activity Email

Agents have the option to receive emails when there is activity in their Client Portal.

To activate the Client Portal activity email:

1. From the Contacts menu, choose Contacts/Prospects.
2. Locate the contact you want to implement this feature for. You can use the Search function at the top of the page to find a contact either by name or by prospect code.
3. Click the contact's name to open the Modify Contact Information form.
4. Check the Receive Client Portal Activity Report check box under Prospect Email Reporting.
5. Choose a frequency from the drop down menu. The options are hourly and once a day.

Note: The Client Portal activity email can only be used if the Client Portal is already activated for the contact. To create a Client Portal for a contact, please seeSee also Create a Client Portal for an existing prospect.

TIP: View the video tutorial entitled "Client Portal" on the Learning Center for a quick overview of this feature. The Learning Center can also be accessed directly from the Help menu.

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