Choose how Hearsay communicates with you and your clients when support issues arise.
For an overview of all organization settings, see Overview on Organization Settings.
Step 1: Go to Organization Settings
Click Settings in the left panel, then select the Organization tab.
Step 2: Select a preference
Select one of the three options below. The setting saves automatically and a green Settings saved banner confirms the change.
Client Communication & Support Preferences
CC me or my team when you contact my clients
Hearsay will add the extraction code creator plus any designated email addresses when communicating with clients about issues with extractions. You can enter additional Support Emails separated by commas.
Do not CC me with extraction errors
Hearsay will communicate directly with the custodian when there is an issue.
Do not contact my clients
Hearsay will coordinate assistance with the extraction code creator instead of contacting custodians directly.
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