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Is there a way to pull a list of document agent contact names and email addresses for every customer? Any help would be greatly appreciated!
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Hi Carolyn, we use a third party software called MaxQ Document Agent that allows us to email all invoices and statements to our customers. I am told MaxQ is probably the appropriate party to inquire about this. Thank you for taking the time to reply. I appreciate it.
Hi Christina,
This is the Dynamics SL forum. I'm not aware that our customer information includes contact information about document agents. Can you explain?
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