How do I setup multiple email address on an agent?

An agent always has one email address (the main email on their account).  To add additional email addresses you will need to add contacts.

  1. Open the agent details > Click on contacts (tab) > Click on the + icon to add a contact. 
  2. Fill in the contacts details and click save.

When sending an estimate, invoice or certificate the system will automatically put the main email address, but you can remove that from the 'To' box and start typing in the name of the contact it will auto-complete (automatically come up with the contacts email address).

Have more questions? Submit a request


Article is closed for comments.