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
- form number
- customer
- supplier
- form type and
Link from
- a document
- customer /supplier account master
- form type from standard form configuration
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 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
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 addressLink Specific Customer from the account master
The link browse
Always link this attachmentExisting links for invoice and order confirmation
The link update