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Sending invoices to multiple contacts

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Posted on by Xine

Hi.

We typically send invoices to more than one contact per Customer.

Emails may be, for instance:

-ceo@___.com

-accountspayable@___.com

-cfo@___.com

I am able to assign the Primary Contact and my invoices (reports) are sent to that one person. However; I am unclear how to add additional contacts. We have multiple contacts in CRM which sync over. But we can't seem to send invoices to more than the primary contact.

Do we need to add additional fields in Financials to include a Secondary or Tertiary contact? Is there a link on how to go about that? We customized our CRM quite a bit, but are not certain how to customize Financials, or if that is even what is required.

As MSFT Gold Partners, perhaps, there is a different way to request assistance. Any help appreciated.

Categories:

Reports and Business Intelligence

Customization

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Answers (1)

Amninder 20 on at

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RE: Sending invoices to multiple contacts

Now Semicolon ";" is working, you can add multiple emails.

I am wondering , how can I add someone in CC or BCC instead of using ";" and sending it.
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RE: Sending invoices to multiple contacts

Hi all,

May I check if as of now, it will not allow using ';'(semicolon) for multiple email address under any email field unless go for customisation?
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RE: Sending invoices to multiple contacts

Hi Ed

As most of the documents can be sent electronically from report (e.g. invoices) itself, you would require to setup email and customize a batch job for sending respective documents. This could be option without going for any app extension.

Thanks

Varun
Ozed 65 on at

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RE: Sending invoices to multiple contacts

Hi Varun,

Thanks for the response, however we really only use the emails to send out attachments, so it's not going to work for us unfortunately.

Are there any other workarounds that you know of?

Cheers,

Ed
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Community Member on at

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RE: Sending invoices to multiple contacts

You can use following steps for sending email to multiple contacts

1. Create contact for customer as type company.

2. Create multiple contacts as type person, assign company as main customer ID.

3. appsource.microsoft.com/.../PUBID.eos_solutions|AID.ex064bulkemailtocustomersandvendors|PAPPID.04120fa1-54ac-4a28-a041-9139aedc1944

use app given in this link to generate email for all contacts of customer.

but this app has limitation that it will only create an email to be sent to multiple contacts of customer/vendors but it will not create attachments with email.

Thanks

Varun
Community Member on at

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RE: Sending invoices to multiple contacts

You can use following steps for sending email to multiple contacts

1. Create contact for customer as type company.

2. Create multiple contacts as type person, assign company as main customer ID.

3. appsource.microsoft.com/.../PUBID.eos_solutions|AID.ex064bulkemailtocustomersandvendors|PAPPID.04120fa1-54ac-4a28-a041-9139aedc1944

use app given in this link to generate email for all contacts of customer.

but this app has limitation that it will only create an email to be sent to multiple contacts of customer/vendors but it will not create attachments with email.

Thanks

Varun
Ozed 65 on at

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RE: Sending invoices to multiple contacts

Hi Ray,

Ok, good to know I'm not the only one. Hopefully Microsoft will rectify this in an update. It's a pretty important feature to have.

Ed
Ray Kang 5 on at

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RE: Sending invoices to multiple contacts

Hi Ed, I am having same issue here. I find out only on email address can be entered in each line (Send, CC, BCC). If you enter more than one, the email could not be send to all the address you enter in that line. This is happening after the most recent update.

Thanks,

Ray
Ozed 65 on at

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RE: Sending invoices to multiple contacts

Hi,

I know this is an old thread, but wanted to see if anyone could assist.

I've tried the solution that Ian gave, which works fine with one email address, but when I but a second one in, I get the following error.

I've tried multiple different formats with the semi-colon etc. but haven't had any luck. Is anyone able to shed some light on this?

Cheers,

Ed
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RE: Sending invoices to multiple contacts

Hello,

In customer card - document layouts, you put a semicolon character in between email addresses and it will email to both addresses.

I am unsure how this would be synced in terms of secondary or tertiary contacts, but this is how I would send the same report to multiple emails for a particular customer record.