This article will walk you through on how to send a client their personal information such as Name, Email, Address, Phone Number, etc.
1. Access Client Profile
Click Members/Customers or Prospects. Type in the search field the members name. Click on the member/customer's name. Select Profile.
2. Send Email
You now have access to all information under Profile and can make necessary changes. Click the Email Details button to send an email to the user.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Customer Management : General - Can access client options
- Customer Management : General - Can edit client profiles