Select different emails for different correspondences from the system. | Voters

Select different emails for different correspondences from the system.

chris Herald

Currently the default contact for a customer and the email there is what is used for all correspondence that goes out of the system. For many Customers an invoice may need to go a lockbox email etc while estimates and or work order info may need to go somewhere else

April 15, 2025

Kim Hein Pedersen

We create a "Invoice" location with a separate contact. Then we use that for Billing location