If a Contact is tied to an Account(s) that has a Client Service Team, their recipient list (when creating a message) will be restricted to only members on their Account's Client Service Team.
Here's a quick example: Jane is tied to her 1040 and her business. Her 1040's CST is Emily. Her business's CST is Corbin. Jane will only be allowed to choose Emily or Corbin as a message recipient.
If a Contact is tied to an Account and does not have a CST OR is not tied to an Account at all, their recipient list will not be restricted.
Note: To enable this update please contact Liscio Support
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