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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)
The link browse
Add new or update existing link
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
The form-type options Anchor _GoBack _GoBack
_GoBack | |
_GoBack |
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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
The link browse
Always link this attachmentExisting attachment
Existing links for invoice and order confirmation
The link update