If you’re using version 3 - click here for the transition milestone dates and the transition calls.

How to Make Sure Private Messages are Not Passed Through Email


To be in compliance with the GDPR guidelines, you will need to be sure that no private messages are passed through via email form notices, client logs, discussions, or any attached documents.

Here are some basic instructions to help you with this:

Website > Settings

  • Uncheck the box next to "Include client's form answers in email notification"


My account > Notification Templates

  • Remove the $LOGNOTE$ tag from these notification templates: Client Log Entry, Client Log Entry by Client
  • Remove the $DISCUSSION$ tag from these notification templates: Course Discussions
  • Remove $NOTE$ and perhaps $TITLE$ tags from these notification templates: To Do Notification
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