Now, you can individually pick and choose which Contacts should receive billing emails as well as marketing emails by using the new fields provided within the “Contacts” tab of a Customer record. You’ll no longer need to worry about who gets notified and when or have to remember to CC specific people.
We’ve also added a new field to Contact records called “Direct Report.” This can be used when you want to elect a manager for a particular Contact. The person you select will be automatically cc’d on all Ticket Communications to and from this Contact. If you have a Direct Report that oversees multiple Contacts, you can assign them to as many Contacts as needed.
Watch our video here to see this update in action:
To learn more about Contacts within Customers, check out our Knowledge Base article here. Enjoy 🙂