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Email Template Default Settings

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In this section, you may select your preferred Email Templates for initial results, new or changed results, and zero-match results. You can modify saved email notification templates from this page as well.

  1. Select Settings from the Settings and Sign-Out menu from the upper right hand corner of the navigation menu bar.
  2. Click on the Email Template Defaults link under My Defaults and the page below will be displayed.
  3. If you want to change your saved email templates, click the link that says Click here to create or modify your email templates
  4. From the drop-down menus you are able to set your saved templates to notify clients of prospecting search results.
  5. When finished, click Save.

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Updated on March 1, 2021

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