Communicate with Associated Clients | Better Impact Help Center

Communicate with Associated Clients

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar

2. Click on the person’s name from the list that appears

3. Click on the “Connections” tab

4. Click on the “Associated Clients” sub-tab

5. Check the box beside each person you would like to communicate with (or check the “Select All” box at the bottom)

   • To email one client, mouse over the Options icon to the left of their name and select “Send Email”

6. Click on the drop-down list at the bottom and select the desired communication option

Click the person icon at the top of the screen and type the person’s name into the Quick Search bar

Click on the person’s name from the list that appears

Click on the “Connections” tab

Click on the “Associated Clients” sub-tab

Check the box beside each person you would like to communicate with (or check the “Select All” box at the bottom)

To email one client, mouse over the Options icon to the left of their name and select “Send Email”

Click on the drop-down list at the bottom and select the desired communication option

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