Client Actions – Admin Settings
Below is a breakdown of the Client Actions settings available in Admin:
1. Enable Unsubscribing from Client Portal Email Notifications
When this setting is enabled, clients can opt out of receiving email reminders from the Client Portal.
If enabled, the unsubscribe option will appear in the final sentence of client email notifications, allowing them to stop receiving reminder emails if they choose.
2. Enable Client Action Reminders
When this setting is enabled, automatic reminder emails are sent to clients every Monday morning for any incomplete Client Actions assigned to them.
Important Notes:
You can temporarily disable this setting to prevent reminders from being sent.
Once re-enabled, reminders will resume on the next scheduled Monday run.
The system will send reminders for all incomplete Client Actions, regardless of when they were originally created or whether the setting had previously been disabled.
3. Client Action Reminder Email Message
This setting allows you to customize the reminder email sent to clients.
Enter your custom message in the email body field.
Click the blue
${CLIENT_ACTION_LIST}variable to automatically insert the client’s list of outstanding actions.By default:
The email greeting will display: Dear [Contact Name]
The closing signature will display: Regards, [Firm Name]
You may customize the message content while keeping the system variables in place to ensure client actions populate correctly.
Note - do not forget to scroll to the bottom of the page and click "Save".
Sample Message:
We are waiting for you to complete the following items:
${CLIENT_ACTION_LIST}
Please take care of these items at your earliest convenience, so that we can serve you efficiently.