Add Client email addresses to projects
Question asked by Dave Gibbs 2 years ago
i just wanted to clarify my sanity here and see if there was something i am missing?! Are users able to set specific client email addresses per project?
So we are in the construction industry and when issuing invoices to clients we have to issue all invoices to the payroll department and we also have to cc the relevant QS for each specific project into the invoice submitted (so each project has a different QS but all invoices go to the payroll person).
What would be a massive time saver for us would be if we could set the client cc email address at the project creation level, then when sending invoices the "To" (payroll) & "CC" (Specific QS) are already populated/ selected so we can just add attachments and click send?
It would also be highly useful to us if the documents we attached to the invoice at invoice creation level could also be attached when sending the invoice? possibly with a toggle feature to attach/ not attach those docs and the ability to also attach additional docs? Not sure if this is possible also?