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Issue: I am being CC'ed on all Email Campaign Emails in Lexicata & Grow

Issue:

  • I am being CC'ed on every Email Campaign Email in Lexicata & Grow

Environment:

  • Lexicata
  • Clio Grow

Additional Information:

Please note that this feature is now available in Clio Grow

 

Cause:

The Email Template(s) that are being used in the Email Campaign has the "Automatically CC everyone assigned to the matter" Setting enabled.

Resolution

  1. Go to the Settings tab
  2. Click on Email Templates
  3. Click on the Email Template that you would like to Edit.  All Email Templates that are a part of Email Campaigns will be found under the Other Email Templates category.
  4. Uncheck Automatically CC everyone assigned to the matter
  5. Repeat for any other Email Templates that are included in the Email Campaign
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