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#67584 - 01/17/22 12:51 PM Sales Quotes to Multiple Contacts
JWH Offline
John Hancock, CPA

Registered: 07/30/12
Posts: 317
Loc: London, ON
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?


Edited by JWH (01/17/22 12:52 PM)
_________________________
John Hancock
John W. Hancock & Assoc. Ltd.

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#67586 - 01/17/22 01:21 PM Re: Sales Quotes to Multiple Contacts [Re: JWH]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4414
Loc: Vancouver, BC
On the fly you can select to email to either Bill-to, Ship-to or Customer.

The Bill-to or Ship-to will be those on the quote, which you can onetime override.

You can add multiple email addresses to a single email field separated with a "," but unless the domain name is really short I've found that he maximum you can include is only two, one if the domain name is really long.

There isn't any good way to email a quote to multiple recipients other than one at a time. If you are storing the email address in a Ship-to then you would have to create the quote with the first Ship-to that you want to send the email to, then email the quote, then edit the quote to change the ship-to to the second recipient, send that email, etc until you have sent them all.

Unless the recipient list is always the same, there isn't even a great way to do this with my favorite "solve all printing problems" solution, PrintBoss.


Edited by Douglas Dickie (01/17/22 01:21 PM)
Edit Reason: spell
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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