Emailing Contacts

Contacts are additional individuals associated with any Client or Vendor.

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.