Creating Agency Account's Email

The system can send email alerts to contacts if they have been added to the system. If needed, you can add new contacts to the system. 

1. 1. Navigate to the Setup Agency Account’s Emails screen (Security > Alert Settings > Setup Agency Account’s Emails).

 

2. 2. Use the CREATE button to open the Create – Agency Account’s Email screen. 

              

3. Complete the screen with the Contact Type, the contact email address and an optional memo. 

4. Use the SAVE button to add the contact.  

         

 

Note:   Use this process for contacts who are not users of the system. If you need to send Email alerts to people who have user accounts, use the USER CONTACT INFO button ( ) on the Manage User screen. This links the Agency Account Email to the user accounts.