Client Service Team Members will receive a notification when a file is uploaded to an Account. Occasionally this file upload should also be on another employee's radar.
Here's a Pro-Tip to solve for this:
- Click on the message about the file upload
- Type your message to the client, thanking them for the file
- Click the Additional field
- Search for the Employee who should be kept in the loop
- Click OK
- Click Send
- The Employee is now aware of the file upload!