Customize Personal Default Thank You Messaging

Access level: Any Member

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

1.       Preferences > Set my preferences

2.       Select Survey Thank You under Message Defaults

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

o   Click Save

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