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Auto send emails to multiple accounts

3 weeks 4 days ago #22605 by Ellis
We have a corporate client and send the invoices to the Sales Person however these do not always get sent onto their Accounts Payable department. We realize that the salesperson should do this however we pay the price when it does not happen.

Is there a way to automatically send the invoices or request for payment to both the salesperson and a second AP address?

We know we can manually add the second email address - but hope to avoid the extra time and effort.

(Time is money) :-)

John

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3 weeks 4 days ago #22606 by gregp
Replied by gregp on topic Auto send emails to multiple accounts
Hi,

On 8.5 you can create a company account.
Doing this you can then assign multiple contacts to the company.
A contact has a role , and you can make one of the contacts teh billing role , meaning they will get all billing correspondence.

This work..?

Greg

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2 weeks 5 days ago #22617 by Ellis
Replied by Ellis on topic Auto send emails to multiple accounts
Greg... - yes exactly what we are looking for.

Spoiler.... when? This year or next? No not being nasty...  We get it that there is a h_ll of a lot of work to make these improvements and undertake the QA testing.

John

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2 weeks 5 days ago #22618 by gregp
Replied by gregp on topic Auto send emails to multiple accounts
Hi,

We currently have 30 Customers using the new version (8.5) which includes company accounts.
They are using this commercially.

Live wont be released for at least over 1 month. If you are open to BETA, which is running very stable, let us know and we can move you up.

Cheers,
Greg

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