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Automatically Include Secondary Client Email in Correspondence

Configure the system to automatically include the secondary client email in all correspondence with the primary client. This ensures both contacts receive the same communications without needing to manually add the secondary email each time.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click on any client from the list.

Step 2: Click the Profile tab to go to the client profile.


Step 3: Scroll down and click the Gear icon located next to the Contact Information heading.


Step 4: Scroll down to the Secondary Email field and click the + icon to add a new field.


Step 5: Enter the Field Label and Profile Label for your field.


Step 6: Set the Required? toggle to Off.


Step 7: Select the radio button as the Field Type.


Step 8: Check the Yes/No Options checkbox.

Step 9: Select the auto_cc_email2 option as the model from the dropdown list.


Step 10: Click the Save button to confirm the changes.