@gregg_appcoll I would suggest the following:
a) Account admin(s) (this should be the minimum!)
b) The partner(s) listed for matters that have the client with the customer number.
c) The paralegal(s) listed for matters that have the client with the customer number.
However, (b) and (c) would be contingent on how this is implemented. For example, the client contact record (with CN) would usually be created before any matters are created for that client, so there might not be any partners/paralegals for (b) and (c) when the CN comes into existence, and thus nobody to send to for (b) and (c).
But if the warning emails are sent out on initial contact creation/CN addition to a contact and then re-sent on a recurring periodic basis, e.g., once a month, then (b) and (c) would probably work.
It might also be good to have a way to enter a customer number into an AppColl contact record in a way that does not trigger the warning email. I haven't quite figured out the scenario where this would be needed*, but it seems potentially worth it to include as a feature. For example, if a customer number is preceded by an underscore, e.g., _12345, in the Contact record, assume that's definitely not a customer number that needs to potentially have the warning email sent out.
*Potential Scenarios
Client leaves firm and takes us off customer number; we could a) still leave the customer number in our eOffice Action settings to avoid triggering the warning email or b) delete the customer number from the eOffice Action settings and the client contact record. Option (a) might cause an issue if our continued listing of the customer number in the settings prevents another firm from being able to add the customer number without AppColl support involvement. Option (b) would mean we'd have to delete the customer number from our Contact record, but we might want to retain it.
