Send emails in bulk

Use the bulk feature when sending the same email to multiple clients.

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. Select all clients who will receive the email.
  4. Confirm the selection.
  5. Choose whether to Email primary contact only or Email primary contact and copy to all contacts.
  6. Compose the email then select Send Emails.