Customize Personal Default Reminder Messaging

Access level: Any Member

To customize your Client Feedback Tool Reminder Messaging, take the following steps:

1.       Preferences > Set my preferences

2.       Select Survey Reminder under Message Defaults

3.       Enter the desired Reminder text as you would like it to display to your clients

o   Click Save

Note: Adding default text to Survey Reminder messaging under personal preferences overrides the firms default Reminder Messaging. To restore firm defaults, select Restore and then Save.