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- Person or Company Main email address - Each Debtor / Creditor belongs to either a person or a company
- A person has an email address
- A company has a general email address
- People who are contacts at a Debtor or Creditor - All contacts available are listed
- if sending to a debtor > all contacts linked to the debtor are listed
- if sending to a credito > all contacts linked to the creditor are listed
- A person can be linked to both creditor and debtor if relevant
- Roles - Accounts for example - everyone with the role of Accounts at the Debtor (creditor) will get the email
- Email Copy check box to Host Company form, More tab, Contact Info. If ticked then this email address will be added Adding to the list of potential recipients of a composed email.default list of addresses
- Add contact button: Add a contact on the fly (as you get ready to send the email - can create a new linked contact)
- More Addresses Button:
- Companies (and Persons) have the ability to add additional unlimited email addresses (contact / audit page). Think of these as generic or alternate addresses. An example is "Accounts@companyx.com" - there is no person associated but any entity may have many of these
- Your employees - in case you want to copy them in
Note you can also simply record correspondence like phone calls, letters, inbound emails etc in the system as well.
Note that if your customers and suppliers are not receiving your emails - you may need to do some more setups - see email section in Starting on SaaSplications