Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access. This article will show you how to disable and enable email sending.
If email sending is disabled, the @ next to the customer's name in the People Section will be Red. If you send them a message, they will not receive it in their email inbox, it will only be accessible from the message section of the customer planning portal.
If email sending is enabled, the @ next to the customer's name in the People Section will be Green. If you send them a message, they will receive it in the inbox of their email (as listed in Sonas) and they will see it in the message section of the customer planning portal.
If you do not want a customer to access messages at all, be sure they have their email disabled and no access to the portal. Please note, upon access to the portal, customers will see historical messages associated with the event.
For information on the People Section as a whole, please see How to Use the People Section
How to Disable or Enable Email Sending
- Click on the individual's name that you want to set at the Main customer.
- Actions > Enable Email Sending or Actions > Disable Email Sending
- Click Save.
- You will see the @ sign next to their name either red (disabled) or green (enabled), aligning with the changes you just made.