Firm360 contacts may be associated with multiple Clients. In some cases, a contact may use separate business emails for each of the client entities. A single alternate email address may be set for each client/contact association.
To add/edit/remove an alternate email address:
1. Navigate to Clients and choose the client
2. Select Contacts tab
3. Select Action Dropdown for Contact to be modified
4. Choose "Set Alternate Email"
5. Enter, Edit, or remove email address
6. Click "Save"
Note the email address listed below the Contact on the Client Detail screen.
From the global Contacts tab, alternate email addresses can be viewed from the View Details screen when you click on Action on the right side of the screen.
*Note: The Alternate Email is only for internal use only and the client cannot use this email to sign into the client portal.