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
Link from
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 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
Select + Email address
Link Specific Customer from the account master
Always link this attachment
Existing links for invoice and order confirmation
The link update