Step-by-step
Enable Customer Client Projects
Once the feature has been switched on for your site, Administrators can enable/disable it in the CMS.
- In the CMS, go to Settings → Feature Management → Content.
- Ensure Customer Client Projects is toggled ON.
If this feature has been set up for your site, your customers will have access via the Dashboard menu.
Step-by-step guide
1. Enable Warning Notes
- In the CMS or on the website, navigate to Settings → Settings (/zSettings.aspx).
- On the General tab, find and tick the Enable Customer Warning Note checkbox.
- To save the setting, click the Update button.
2. Add a Warning Note to a Customer
- In the Customer Maintenance screen (/CustomerMaintenance.aspx), search for the required customer.
- Click the Customer Details tab.
- Click Modify.
- In the Warning Note field, enter the warning text.
- To save it, click OK.
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