Send documents to multiple recipients
Questions:
- How can I send a document to multiple recipients at once?
Description:
TYRIOS allows documents such as quotations, invoices, credit notes, etc. to be sent directly to the user from the order management system. The e-mails sent are automatically archived in the system and can be viewed via the order management if required.
It is often necessary for a document to be sent not just to one user, but to several e-mail addresses. For this purpose, TYRIOS offers the option of storing several recipients for receipts.
Solution:
- As a user with extended rights, go to Order management > Manage receipts in the customer area.
- Select the desired order and select "Email receipt to user" in the line menu ("Replace receipt" with the corresponding receipt type). Alternatively, you can select the same link in the voucher detail view.
- The TYRIOS mail editor opens. Here you can enter as many e-mail addresses as you like in the address line. Press the Enter key after each email address to accept the email address. If you have customer data, you will see a menu next to the entry where you can add all other e-mail addresses stored for the customer or user.
- After editing the email, click on "Send". The email will now be sent to all the specified email addresses.
Tips and Tricks:
You can store different e-mail addresses in the customer data depending on the document type. Multiple recipients are also supported here.