Set alternate document recipients
Questions:
- How can I store alternative email addresses for a customer?
Description:
In TYRIOS, the user is the central contact person for an order. Consequently, this contact person also receives all documents by default. For larger companies in particular, however, it is often necessary to store one or more different e-mail addresses depending on the document type - e.g. for invoices. This can be conveniently stored in the customer master data.
Solution:
- As a user with extended rights, go to the customer area > User management > Manage customers.
- Search for the desired customer and select "Edit customer" in the line menu. If no corresponding customer entry exists yet, you can create a new customer using the "New" button and assign the existing user.
- Click on the "Voucher data" tab and enter the relevant email address(es) in the "Contact details" area. The system differentiates according to the type of receipt. You can therefore enter different contact details for invoices than for quotes.
Tips and Tricks:
TYRIOS allows you to send receipts to several e-mail addresses at the same time. These e-mail addresses can also be stored in the customer administration.
- When documents are sent manually, all recipients are stored automatically and do not have to be entered manually.
- Automatically generated and published receipts (e.g. using invoice detail rules) are sent automatically to all recipients.