Better control of email addresses for bulk email
There needs to be more control on where specific templates are emailed to when bulk emailing. Currently all invoices go to the specific invoice address as well as the default address. This is not good practice, I would also like to see more options for sending shipping notices and order confirmations to multiple addresses as a predefined option within the CRM, these templates are automated from WMS.
Comments
3 comments
Agree this is actuall high prioirty.
Many Major accounts need 3 or 4 email adresses to receive invoices.
Some Agent accounts also need 3-4 or more.
Owner/Buyer, Store Manager or DC Manager, Accounts Payable, Receiving Team, Buyers Assistant or PLanner…
I'm glad I'm not alone Kate…… I think that within the CRM under the section of adding in additional contacts a tick box should be visible for all document templates that can be ticked against the contact that you would like to receive a specific document. For example If 4 contacts were selected against the invoice template this would simply populate the CC box on the email. The main contact for the invoice would be the accounts contact and the default email address would not be included unless selected.
agree that this is a high priority need to have control over the TO field for templates!!
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