Client Finance Email on List Builder
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Emma Ruth Dionicio
When exporting a file from List Builder, please include the Finance email if it is present on the client profile. Facilis recently introduced a feature that allows us to charge clients a credit card fee through Paya. While I’m not certain if state or federal law requires a 30-day notice, other Facilis partners may also need a way to email all finance contacts from Syncore for similar purposes.