It can be stipulated if statements and invoices are to be emailed to customers. This means nominating on the cardfile whether or not to automatically print, email, fax or don't send when invoicing the customer.
Statement Via or Invoice Via cannot be changed to Email without an email address in the contacts of the cardfile (a warning will appear and the cardfile cannot be saved).
When emailing an invoice from anywhere in Jim2 (at time of invoicing, batch invoicing, from an invoiced job or from the sales register), a copy of the email is attached to the comments of the related job(s). |
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Note: You cannot attach emails to cardfiles via email tagging. |
A user can have Jim2 can automatically BCC a copy of a sent email to that user, by setting the Auto Send BCC in the user settings on the cardfile.
However, because all the emails and sent information are stored in Jim2, a copy may not need to be sent to the personal email account. |
This report allows exporting contacts and their email addresses. Choices are based on contact types, or a when contact type does not exist.
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Further information