Adding An Announcement
To create an Announcement for your Clients in Clientexec, follow these steps:
Go To Accounts > Contact Users > Announcements.
Click The Add Announcements button.
In the Add Announcement box fill out:
The Announcement Title.
Date (you can change this to display the announcement at a future date).
Time (you can change this to display the announcement at a future time).
Excerpt (a brief outline of the announcement).
Content (where your announcement goes),
Audience - this allows you to specify who should see this announcement. You can sort it by Client Groups, Which Products clients have purchased or even make it Public so everyone see's it.
The last 3 options allow you to Pin the announcement, Publish the announcement and also select if you want the Announcement sent out by email.
Click Submit.
Go To Accounts > Contact Users > Announcements.
Click The Add Announcements button.
In the Add Announcement box fill out:
The Announcement Title.
Date (you can change this to display the announcement at a future date).
Time (you can change this to display the announcement at a future time).
Excerpt (a brief outline of the announcement).
Content (where your announcement goes),
Audience - this allows you to specify who should see this announcement. You can sort it by Client Groups, Which Products clients have purchased or even make it Public so everyone see's it.
The last 3 options allow you to Pin the announcement, Publish the announcement and also select if you want the Announcement sent out by email.
Click Submit.
Updated on: 10/03/2023
Thank you!