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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
- 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 to the list of potential recipients of a composed email.
Note you can also simply record correspondence like phone calls, letters, inbound emails etc in the system as well.
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