- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 
- Click on the person’s name from the list that appears 
- Click on the “Connections” tab 
- Click on the “Associated Clients” sub-tab 
- Check the box beside each person you would like to communicate with (or check the “Select All” box at the bottom) - To email one client, mouse over the Options icon to the left of their name and select “Send Email” 
 
- Click on the drop-down list at the bottom and select the desired communication option 
