Client Settings

In CRM for Business, the client settings page provides options to configure:

  • Allowing Customer Signups: Enabling this permits new client registrations via the login page.
  • Client Login Access: Disabling this restricts client access to the CRM.
  • Shipping Address Collection: Activate to gather and record customer shipping addresses (billing addresses are enabled by default).
  • Disabling All Client Emails: When disabled, the CRM refrains from sending emails or notifications to clients.”
Client-Settings

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