If you wish to send instructions or messages to a third party at the same time as they are sent to the bank, or to additional people in the bank who are non ELCY users, the administrator must create these email addresses so that they appear to the Users to select.  To see the complete list of contacts, go to Settings tab > Administration menu > Client Contacts.

To add a new contact

Click on Select Import bank dropdown, select the relevant bank and say “OK” to the pop up.  Complete the name and email of the contact.  Tick the box for the types of messages you wish the email contact to receive. 

Click “Add” to save this into the list.

To edit an existing contact

Find the relevant row and click on Edit on the right-hand side to bring up the existing details; amend as needed and click “Update”.

To delete an existing contact

Find the relevant row, tick the box on the left-hand side and click delete at the top, then OK to confirm the deletion.