Tips and Tricks


Email Team Members

Monday, July 02, 2018


To enable this feature, go to the "Company Info" section for the account. Under the "General" section, type in the email address of the individual or group to include on the email. Multiple email addresses can be separated by a comma. Save the changes.

With the proper Admin access rights, go to the Control Panel > System Emails > System Generated tab.
Nearly all system generated email templates directed at the customer or sales rep support this feature. Click on the "View" icon of the email template you wish to add the names to. From the center "Select Field" drop-down, scroll until the "Customer Notification Email option is shown. Click on the selection.



Email Team Members