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We are being asked to send invoices to recipients in different depts. Is there a way to set up Quick Send for multiple recipients?
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Hi Oki_Jin,
Yes - in Customer Maintenance, Quick Send tab, the very last field in the grid is Additional Receivers. You can set them up there.
Hi Oki_jin,
Example you will setup a quick send for a customer in Customer Maintenance, go to Quick Send tab and at the very end column is "Additional Receivers".
Is there any way to CC recipients on Quick Send items, invoices, in particular? Several clients have requested we CC an individual or group on invoices, and unfortunately the additional receiver option makes it appear as if we're only sending to one email address.
If this functionality doesn't exist inherently, is there a workaround we might be able to utilize? Other than manually sending...
Thanks
Rose
I was able to do this by setting up an Outlook rule to cc: an individual for each QS email that was sent, just have to set rule that fits the criteria you want to limit (e.g. based on words in Email message header)
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