How do I add a client's additional email?


On the left navigation bar, click on CLIENTS tab.

Click on your client's name (their account will open).

You will see 5 tabs, click on the one labeled CLIENT DETAILS.

In the Additional Contacts section type the additional email(s) separated by a comma.

Click on the blue checkmark to Save.


Going forward, all emails associated with this client account will receive email alerts.

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