Welcome, Guest. Please Login.
03/28/24 at 02:41:24
News:
Home Help Search Login


Pages: 1
Send Topic Print
Storing e-mail accounts (Read 1254 times)
mwainess
Browser
*


I love YaBB 1G -
SP1!

Posts: 19
Gender: male
Storing e-mail accounts
09/15/16 at 09:29:45
 
Using EVO, how and where do I store e-mail accounts to be available when e-mailing an invoice?
 
Mike
Back to top
 
 
  IP Logged
prophet
Full Member
***




Posts: 213
Re: Storing e-mail accounts
Reply #1 - 09/15/16 at 15:04:20
 
If its AR then you can enter the email address for those contacts in AR-A. You first go into AR-A for that customer click on the contacts then enter the information as well as setting on of those contacts as the primary. Also in EVO if the system can't find a default or primary email address when sending out an email if there are not email addresses in the system you can enter a email address in the To field and the system will save it as the default address for that customer.
Back to top
 
 
  IP Logged
Lynn_Pantic
Administrator
*****


evolution (n) -
gradual change to a
different form

Posts: 5681
Re: Storing e-mail accounts
Reply #2 - 09/15/16 at 18:07:42
 
You can also indicate which documents a particular contact should receive - Invoice, Statement, Quote, etc.
Back to top
 
 

Lynn Pantic
IS Tech Support
lynn@istechsupport.com
Email   IP Logged
Pages: 1
Send Topic Print