Client mail

Explains the communications you will find in your Client mail inbox.

The Client mail inbox lets you view your clients' communications that have been sent to you digitally when your clients’ communication preferences are set to your practice.

These communications are also available in the Communication history.

Client mail can also be added as a feature on the agent home page.

To view communications where the communication preferences are set to your practice, select Communication then Client mail.

You can also check Communication history for communications sent to your clients including other communication types such as SMS and paper that you won’t receive in your Client mail inbox.