Appulate Release 3/24/16

In-House User Designation

You can now designate your company’s user as an “In-House User”. This is meant for users that do not normally interact with external parties, i.e. senior managers or support staff. 

An in-house user will be hidden from the following views for other companies’ users:

  • Agency Users list
  • Market Contacts view
  • To/Cc/Bcc fields of any Appulate emails
  • Producer/CSR of the Source Agency if the market is selected as Source Agency
  • Recipients of Send Request to Complete

If an Appulate user tries to create a new contact using the email address of an In-House User, the system will not allow him to create the contact. Continue Reading