Address & Contacts
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      Emailing Contacts

      Contacts are additional individuals associated with any Client or Vendor.

      Skip To:

      Emails
      Copy To (CC'ing)
      Notifications

      Email Options RFQ, Proposal, Purchase Order, Invoice:

       

      • Email Proposals:  'Email To:' auto-fills with the Client Contact's preferred email address when selecting to share Proposals.
      • Email RFQ's:  Vendor Contact's preferred email address will be added when sending an RFQ via e-mail.
        • This will default to the 'Email work address'  If 'Email home address' is checked, it will also be included.
        • This will be in addition to the default Vendor email address.
      • Email Orders:  'Email To:' auto-fills with Vendor Contact's preferred email address when sharing purchase orders.
        • The 'Email Work Address' and/or 'Email Home address' must be checked, depending on the preference.
        • This will be in addition to the Vendor email address.
        • The 'Email Work Address' and/or 'Email Home address' must be checked, depending on the preference.
        • This will be in addition to the Client email address.
      • Email Invoices:  'Email To:' auto-fills with the Client Contact's preferred email address when selecting to share Invoices.
        • The 'Email Work Address' and/or 'Email Home address' must be checked, depending on the preference.
        • This will be in addition to the Client email address.

      Copy To:

      Add this contact via CC on emailed documents.  Acts as described above, but the email address is auto-filled into the CC section of the message.

      • Email Orders CopyTo
      • Email Proposals CopyTo
      • Email Invoices CopyTo

      Client Portal / Interactive Documents email options:


      This Contact will receive auto-generated response emails from Studio Designer when the Client takes the following actions:

      • Receive Approval/Reject Interactive Documents
      • Receive Approval/Reject Client Portal
      • Receive Like/Dislike Client Portal

      Note: Make sure that the Email Home or Email Work Address box is checked so the email address will actually be included.

      Note:  Contacts can also be imported in bulk similar to importing addresses.  See Importing Addresses for more details.