Customer Portal
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      Settings FAQ

      Customer Portal admin settings frequently asked questions.

      Q:  Why don't I see the insurance section in the delivery card?

      A:  Make sure the Settings/Customer Portal/Insurance Confirmation Task List setting has been configured.  If this setting is not configured, the insurance section including the option to "Send Notifications" to customers will not be available in the delivery card.

       

      Q:  Why doesn't the customer get email notifications?

      A:  Customers will receive SMS notifications only by default.  If you'd like them to also receive email notifications, be sure to configure the Settings/Delivery/Enable Customer Email Field setting.