Does anybody know a way how I could get dunning letters and invoices to be sent automatically to different email addresses of the same customer?
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How to send dunnig letters and invoices to different email adresses of the customer?
Best answer by Laura02
Hello,
Please notice the highlighted Recipients field at the right side of mailings tab is an option
1) to Add Recipients or
2) to Replace normal recipients with people listed in the second grid.
It is your choice to send to only new contacts OR to new contacts and standard email address.
Laura
+19Hello
To send Dunning Letters and Invoices to additional email addresses of the same customer:
- Add the additional Contacts to the Contacts tab of the Customer profile screen.
- On the Mailings and Settings screen, with cursor on Dunning Letter line, add the new Recipients to the bottom of the screen.
- Repeat #2 for Invoices line of Mailings & Settings.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
1 person likes this
+19Hello,
Please notice the highlighted Recipients field at the right side of mailings tab is an option
1) to Add Recipients or
2) to Replace normal recipients with people listed in the second grid.
It is your choice to send to only new contacts OR to new contacts and standard email address.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
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