Set Product Preferences

1. From the upper-right corner of the page, select your name.
2. Select Profile.
   
3. Select the Portal Information tab.
4. Select Edit.
   
5. Update the settings as necessary.
   
   Individually update preference settings

   1. Under Preferences, locate the product you would like to update. Use the search bar to quickly locate a product.

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   2. Select or clear the options to reflect your desired state.

   Bulk update preference settings

   1. Under Bulk Settings, select or clear the options to reflect your desired state after the update.

   2. Select the product or products you would like to update.
   3. Select Save.
6. Select Save.

When you create an inquiry and select Update Product from the Product drop-down menu, that automatically reflects in your Product Preferences. After you update the product within the inquiry, the Create Inquiry box for that product will be checked within Product Preferences.

Client360 uses this data to manage inquiry notifications and display preferences. Review this information regularly.