Need to add a second (or third) e-mail address to a client's auto-email in RCO3?

If you are setting up a contact for the first time, when saving an auto email or sending a one-time email to your client, you can add up to five (5) email addresses in the Email Address field of the Personal Information screen by separating each one with a comma.

For example: test@notarealaddress.com, test2@notarealaddress.com.

If you have already created a contact and wish to add a second email:
1) Click “My RCO” from the top of the RCO3 screen;
2) Select “Contacts” from the drop-down menu;
3) Find the contact that you wish to edit and click on their name - the section below will expand to provide more options;

4) Click the “Edit Contact” button;

This will open the Personal Information screen, which will allow you to add a second (or additional) email to the Email Address line (just be sure to separate each email with a comma).

5) Click "Save" at the bottom of the Personal Information screen, which will update any searches, auto emails, and CMAs that you have assigned to this client;

Your client(s) should begin receiving e-mail at the additional address.

Last Modified: Friday, April 4, 2014

April 2014

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