CardFile Contact Types |
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There are system cardfile contact types that are used to email or fax reports to the correct person. The main purpose of these contact types is to cater for large companies who have separate accounts payable and receivable departments, or handle cases where the invoices and statements go to different people.
Nominate multiple email contacts for invoicing, statements, purchases, etc. When emailing out, Jim2 will determine who should receive that email. For example, Email Invoices or Email Statements.
These email contact types can be added to multiple cardfile contacts, and the email will be sent to all those contacts.
For example: CardFile SAMPLE
Alternatively, select Email Invoice, then add both emails into the field beside this with a semi colon between., eg. john.smith@sample.commary.brown@sample.com
In both examples, invoices will be emailed to both John and Mary.
The following email types support this functionality: ▪Email Accounts ▪Email Creditors ▪Email Debtors ▪Email Invoices ▪Email Photocopier (Managed Print Services Edition) ▪Email Purchases.
Other cardfile contact types can be created via Tools > Setups > CardFiles > Contact Types. The use of contact types can also be restricted to only those listed – this is performed via Tools > Options > CardFile.
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