Flag emails with warning if you select a recipient from a different client
B
Benjamin Irvin
When emailing a client from Financial Cents, if you try to add a cc Financial Cents will suggest all of the client contacts that are client contacts. I may be in an email with Client A, but when I go to cc someone, FC suggests a drop down list that includes emails from Client A, B, C, D ,etc.
Can we have a way where FC can recognize if we are emailing a contact from Client A, and if we try to include (probably accidentally) an email contact from Client G, that FC pops up a warning when we try to send that we have to click confirm on first before it can send.
This suggestion is to prevent accidentally emailing or cc'ing a contact that doesn't belong. E.G. I maybe many emails that have the word billing in it, and I fear a staff member will accidentally choose the wrong one and send a sensitive email to wrong group.
Log In