Disabling notification messages that are sent by NetFirm CS

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By default, NetFirm CS sends notification messages to NetClient CS and NetStaff CS users when certain events occur; for example, NetFirm CS sends a notification message when the login for a portal has changed. NetFirm CS administrators who have access to Utilities can disable most notifications.

Notes

  • You cannot prevent NetFirm CS from sending notification messages via email for events that involve basic account functions, such as changes to logins and passwords.
  • To disable notifications that are sent by other applications, such as Practice CS or UltraTax CS, you must open the other application and disable the notification message through that application.
  1. In the Admin tab of the navigation pane, click the Templates link in the Utilities section.

    Note: If you don’t see this link, you don’t have access to this area.

  2. The templates are sorted by category in the Notification > Templates list. Click a category to view a list of notification messages.
  3. Click the title of a notification template to view the template on the right.
  4. In the Delivery Method section, clear all checkboxes to prevent NetFirm CS from sending the notification message.
  5. Click Enter.

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