Sending Messages to Multiple Emails (CC Others)
Kalix now supports adding linked contacts (those attached to a client through the contact section of their cover page) as recipients of all automated messages (appointment notices, appointment reminders, bill reminders & late payment notices) sent to the client.
In addition, you can now include of up to three additional recipients (clients and contacts) when sending manual messages or shared documents.
For Automated Messages
To CC another email into a client's automated messages (appointment notices, appointment reminders, bill reminders & late payment notices), please follow the steps below:
Create the parent, guardian, or other third party as a new contact, making sure you include their email address. Learn More
Link the contact to the client's profile via the Contacts section of the client's cover page. Learn More
Make sure you select the switch CC All Automated Messages.
Done!
5. Linked contact/s will be CC'd into all automated messages.
CC Other Recipients into Manual Messages
Kalix now supports adding up to three additional recipients (clients or contacts) to manual messages (messages sent from the messaging inbox and messaging tab of clients and contracts' files).
CC Others into Shared Documents
Add up to 3 additional clients or contacts as CC for shared documents. Shared documents include:
Single share documents: shared with clients and contacts from within a specific document.
Multiple share documents: sent as part of the same message using the Share Documents button (located on the Kalix side panel menu or above the document section of the client cover page).
CC Others into Shared Bills
When sharing invoices, bills, superbills, and receipts up to three additional recipients (clients and contacts) can be added as additional recipients.
