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.