Send mass message to all assigned clients who have a client portal account.
Can Send mass message to all clients who have a client portal account.
Before You Begin
Clients who do not have a client portal account will not be included.
The mass message works as a BCC function. Meaning the clients cannot see who all the message was sent to. Again, if Jane and John Doe were on the mass message. Jane cannot see that John received the message. John cannot see if Jane received the message.
Send Mass Message
- Click on the Envelope icon the global navigation bar. If you're missing the icon click here.
- Click Compose
- In the To field type "Select All" then choose that selection.
- All names will fill in the To field.
- You can create your subject and content.
- Click Send