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#67585 - 01/17/22 01:19 PM Multiple Contacts Receivables
JWH Offline
John Hancock, CPA

Registered: 07/30/12
Posts: 317
Loc: London, ON
(99.243.155.80)
We have multiple contacts for one customer that we potentially will be sending a quote to via email. So potentially multiple email addresses would have to be setup for this one customer.

In order to do this am I correct in saying that the contact has to be flagged as a "Ship To"? Otherwise when we go to enter the quote it won't read the contact info unless it is flagged a "Ship To" address?

So if you only had one true ship to address for a customer but were going to deal with multiple contacts for that customer than multiple ship tos have to be created associated with each contact. Is this correct?
_________________________
John Hancock
John W. Hancock & Assoc. Ltd.

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#67587 - 01/17/22 01:23 PM Re: Multiple Contacts Receivables [Re: JWH]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4449
Loc: Vancouver, BC
(208.118.139.40)
SalesCQ doesn't read the contacts, just create a Ship-to and then copy it to create another with a different contact name/email address.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#67588 - 01/17/22 01:34 PM Re: Multiple Contacts Receivables [Re: Douglas Dickie]
JWH Offline
John Hancock, CPA

Registered: 07/30/12
Posts: 317
Loc: London, ON
(99.243.155.80)
Thanks Doug assumed that was the case but thought I would ask.
_________________________
John Hancock
John W. Hancock & Assoc. Ltd.

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