Email Modal To/CC Email Addresses Update

Created by Kenneth Abad, Modified on Thu, 11 Jan 2024 at 09:46 AM by Kenneth Abad

The email modals now auto-populate the To/CC fields in a targeted way. The behavior of each modal is slightly different and is broken down below.

Vendor emails WO to Client

Vendor emails Proposal/Invoice to Client

Note/Notes emailed to Client/Vendor

Client emails PO to Vendor

Autofill: First 2 available of 1,2,3,4

Dropdown:

CLIENT

1. Assigned To from Client's WO

2. Assigned To from Client's Client Profile **

3. Main Contact from Client's Company Profile

4. Other Contacts from Client's Company Profile

THEN VENDOR

5. All Active Users & Teams from Vendor's Company

Autofill: First 2 available of 1,2,3,4

Dropdown:

CLIENT

1. Assigned To from Client's WO/Proj

2. Assigned To from Client's Client Profile **

3. Main Contact from Client's Company Profile

4. Other Contacts from Client's Company Profile

THEN VENDOR

5. All Active Users & Teams from Vendor's Company

No Autofill

Dropdown:

SELF:

1 All active Users THEN Teams (grouped) from User’s Self Company Profile

THEN CLIENT

2. Assigned To from Client’s WO/Proj

3. Assigned To from Client’s Client Profile **

4. All Contacts from Client’s Company Profile

THEN VENDOR

5. Assigned To from Vendor’s WO/Proj

6. Assigned To from Vendor’s Client Profile

7. All Contacts from Vendor’s Company Profile

Autofill: First 2 available of 1,2,3,4

Dropdown:

VENDOR

1. Assigned To from Vendor's WO/Proj

2. Assigned To from Vendor's Client Profile

3. Main Contact from Vendor's Company Profile

4. Other Contacts from Vendor's Company Profile

THEN

CLIENT

5. All Active Users & Teams from Client's Company Profile

** If applicable (when Vendor doesn't have the Client for the WO Location)

This means that the emails that populate will show the most relevant users in the system that are being emailed.

Client's Client Profile insinuates that the client that sent the recipient the email, also has a client on the work order that is being emailed out from, and the email will go to the assigned to for the client of that work order.