Skip to main content
Question

Email Customer Invoices to Multiple Contacts (Cloud)

  • December 12, 2023
  • 1 reply
  • 156 views

PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • 474 replies

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

1 reply

Ieva Rituma
Superhero (Employee)
Forum|alt.badge.img+16
  • Superhero (Employee)
  • 428 replies
  • December 15, 2023

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


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings