Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
When running an Automation Process that sends emails, some clients may receive multiple copies of the same email.
This can occur when multiple clients selected by the Filter, or by the View used in the Filter, share the same email address.
Review the Filter or the View used in the Automation Process and ensure duplicate email addresses are not listed against multiple clients.
For Client Groups containing multiple clients with the same email address, you can use the Primary Client indicator in the View so the email is only sent to the Primary Client.
Refer to Using the Clients Lists for details on the Primary Client indicator and, for an example of using this within a Process, refer to Sending a Bulk Email to all Clients.