Notifications for client activity

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Email and text notifications for activity within client accounts are activated on a per-family basis. 

Click on 'Family Settings' in My Cases to enable notifications for a family.
  1. Find the family for which you'd like to receive notifications in My Cases. 
  2. Click Family Settings. 
  3. Select the notifications you would like to receive. 
    1. Daily Digest: A once daily email with a summary of all activity for that account
    2. On Action Alerts: Individual emails or texts about client activity sent immediately. 
  4. Click Save.