Is it possible to email the order to more than one person?

Is it possible to email an Order to more than one person?

Yes, at the time of submitting the document Sales.Live will pop up the email screen.

This screen will have a list of contact email addresses but if there are no contacts assigned to the Customer or the contact has a blank email address this will not show on the screen.

There is also a blank box for you to type in an email address.

    • Related Articles

    • Setup: Email Layout

      The email layout is found under Amin/Setup/General The Email layout is for Customers and Partners to customise the layout of the email. Plus Software uses tools from Dev Express to save development time as there is no need to re-invent the wheel, so ...

    • After an order has been finalised, how do we edit that order within Sales.Live?

      You cannot edit any order once finalised as they would now be in the Business (Accounting) system. Any modifications from that point need to be done in the Business System.

    • Preparing a Detailed Sales Order

       Article Summary This article explains how to do a Detailed Sales Order, under the Detailed Entry Menu. The Detailed Entry screen brings the Desktop transaction entry screen "experience" into a Cloud/Web browser interface. Users who need the full ...

    • Is it possible to send an email to the Sales Rep when an order has been sent to the Business System?

      Yes.  Under the 'Admin' menu go to users and edit a users Role / Settings; You will see a tick box for 'Email document to user'. Tick that; Also, remember reps are linked to users. NOTE: You can also have an email sent back to the office. For example ...

    • Setup: Email Settings

      Forecast.Live allows you to customise EMAIL information to suit your business. By now you should have already set up the first two options, CONNECTED MODE and GENERAL APP SETTINGS Connected Mode (your syncing schedule); General App Settings ...