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How do I have a linked contact receive emails?
How do I have a linked contact receive emails?

Adding Clients

Updated over 2 weeks ago

To ensure a linked contact receives emails:

  1. Add or Edit a Linked Contact:

    • When creating a new client or editing an existing client profile, add a linked contact.

  2. Enable Email Notifications:

    • Check the box labeled “Receive Email Notifications” to allow the linked contact to receive emails.

  3. Save Changes:

    • Don’t forget to save changes after adding or updating the linked contact.

Once enabled, any emails sent to the client will automatically be sent to the linked contact as well.

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