Email Customer Invoices to Multiple Contacts (Cloud)

Question

Does anyone know if it is possible in Cloud to setup emailing invoices (confirmations, pro-formas etc) to multiple contacts, please?

I appreciate there are a number of other handles to turn but basically in Apps9 I know if I set up an entry like this in the Comm Method tab of the Customer with abc@company.com; xyz@company.com; 123@company.com in the Value field, customer invoices will be emailed to all three addresses.

So far, all I can glean is you enter your email address here...

… and then pick it up from the List on the Payment/AR Customer Contact section. But this is only a single contact - not multiple

Any thoughts/ideas/suggestions/know-how would be greatly appreciated!

Thanks

LInda

Page 1 / 1

I’ve seen customers achieve this requirement with a configuration to add a flag (i.e. a custom field) against the communication methods defined to identify which should be included in the emailing of the documents, and then adjust the standard emailing event to add all recipients with this new flag, overwriting the standard logic of just the AR Customer Contact.

Reply

Ieva Rituma · Answer

I’ve seen customers achieve this requirement with a configuration to add a flag (i.e. a custom field) against the communication methods defined to identify which should be included in the emailing of the documents, and then adjust the standard emailing event to add all recipients with this new flag, overwriting the standard logic of just the AR Customer Contact.

Reply

Did you find what you're looking for? If not:

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded