Need a second line for email addresses under customers - one that is for "cc". Many customers ask for a copy to be "cc" to another person. Currently, I just have to enter both addresses on the one line, but I sometimes run into the problem that together they are too long for the line. This causes me to have to write a note to myself to remember to open the invoice later and send it to the 2nd person.
by: Devin T. | over a year ago | Customer Mgment (CRM)
Comments
You can add additional email addresses in Customer Maintenance, Paperless button, select the invoice form under Document, Email tab.