Set up a recipient for the new customer email notification
When new clients are added to your system, Midnight can automatically send an email to a desired recipient. The email will allow you to have the designated person use the client’s information to verify details and go back and add missing info, add the information to your accounting system or enable you to have the data needed to process the next steps in your client on-boarding process.
To set up the email recipient for the email, visit Admin by clicking the gear on the top-right hand corner of the screen. On the left side of the screen, navigate down to Global Settings and select it to open it. Within the menu tabs (in blue), scroll to the right and select CRM.
At the top of the screen there is a field where you may enter the email address for the desired recipient of the new customer email. In “NEW Customer Email Notification”, type that email address.
Click the green Save button (on the top-right).
When a new customer is added into Midnight, the person noted in Admin will receive an email to alert them. The email includes the address and source information about the client, including showing if the information is missing from the record so you may know to reach out to the client if needed.