Configuration settings for the client to confirm online through the client portal.
The options available for this function are:
1. It is switched OFF for all clients (default)
2. It is switched ON for all clients
3. It is switched ON FOR INDIVIDUAL CLIENTS only
How to set these options in GRATIS:
1. To switch off the function for all clients go to Company Preferences - Options - Client Confirm - Allow Client Confirm needs to be unticked. This will result in no clients being able to use the confirm on line function.
2. To switch the function on for all clients go to Company Preferences - Options - Client Confirm - Allow Client Confirm needs to be ticked.
Additionally, go to Office Preferences - Site - Client Confirm Settings - Turn Client Confirm On also needs to be ticked.
Replicate this for each of your offices in Office Preferences if required,
3. To switch the function on for specific clients only go to Company Preferences - Options - Client Confirm - Allow Client Confirm is ticked and in Office Preferences - Site - Client Confirm Settings - Turn Client Confirm On needs to be unticked for each office if you have more than one.
You would then browse to the individual clients that you wish to switch this function on for. Go to the Branding tab - Client Confirm - and tick Enable Client Confirm.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article