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ForumGetting started: Getting started with OkappySending invitations

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Sending invitations

#1 · 26 June 2020, 12:00 am

Hi, how can I send the invitation reminder email to a new contact at my customers? When I update the contacts the introduction email is still sent to the contact which has been deleted so I cannot manage that myself.

Thanks Ian

#2 · 28 June 2020, 2:30 pm

Hi Ian

Invitation reminders go out to all the administrators on the account. You can re-send the invitation request with the following steps

go to the connections screen
selecting customers
Clicking Re-send invitation.

Also if you set up a customer and then the original employee leaves. If you amend that contact it will update both the customer and employee and the old email will be deleted.

Hope that helps

Lauren