Topics started by John Bacon

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John Bacon
Beginner
John BaconBeginner
posted in Ask a Peer

Ability to select a specific email (not just a contact) when sending client tasks!

Many of our contacts have multiple email addresses, and some are appropriate when contacting them about personal matters, while others are appropriate for places that they work, etc.Following the 2.13.22 update, we are no longer able to select a specific email when sending client tasks---we can only select the contact! But this doesn’t allow us to be certain which email address associated with the contact the client task checklist will send to!No good!

4
Amelia Freeman
Karbon Team
2 years ago

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