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Minder forms and auto populating email address CCs


Simplify the process of emailing forms by ensuring the correct recipients. For project-type forms pre-set additional email recipients ensuring form amendments are forwarded to all involved.
Populate by

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Use branch filtering to target addressees in a multi-branch environment (supplier, customer and internal emailing of forms)


Targeting by form type ( eg set-up Cc internal emailing of stock transfers)
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The link browse
Add new or update existing link
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If Fix branch is not selected then the addressee will receive a copy of every form of this typeThis type. This link contains a branch filter: auto attach email Cc if the To-branch = branch 20.

Eg a stock transfer could contain a Cc to the warehouse receiving address for branch 20 plus the inventory/purchasing co-ordinator Image Removed

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The form-type options
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Typical uses

  • multi branch supplier/customers with parent/child invoicing: ensure both parent and child account receive the email and form attachment
  • supplier/customer QA requirements
    • forms
    • certification
  • central ordering purchase / process for branch locations and email receiving branch
  • Import shipments (internal email recipients)
  • Export shipments (internal and external recipients)








Select + Email address

Link Specific Customer from the account master
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The link browse


Always link this attachmentExisting attachment

Existing links for invoice and order confirmation Image Removed Image Added


The link update
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