The Client Communication & Support Preferences panel on the Organization tab controls how Hearsay communicates with you and your clients when support issues arise with extractions.
Step 1: Open Settings
Click Settings in the left sidebar.
Step 2: Select the Organization tab
Select the Organization tab.
Step 3: Find Client Communication & Support Preferences
Scroll to the Client Communication & Support Preferences panel.
Choose a preference
CC me or my team when you contact my clients
Hearsay adds the extraction code creator plus any designated email addresses when communicating with clients about issues with extractions. Enter additional addresses in the Support Emails field, separated by commas.
Do not CC me with extraction errors
When there is an issue, Hearsay will save your inbox and communicate directly with the custodian.
Do not contact my clients
Hearsay coordinates assistance with the extraction code creator instead of contacting custodians directly when there are issues with an extraction.