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Email estimate to different contact

Last post 12-13-2013 8:28 AM by Method_Greg. 1 replies.
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  • 12-12-2013 3:27 PM

    Email estimate to different contact

    Hello,

     I'd like to email estimates within methodto other contacts and not just the main contact.

    ive got many companies with quite a few differnt contacts we work with. 

    Can this accomplished?

  • 12-13-2013 8:28 AM In reply to

    Re: Email estimate to different contact

    Hello SalesMan,

         There are techniques that you can try that I found in another forum post here.  In summary, the idea is to create a contact for the company that holds the emails of all the contacts that receive the estimate.  For the email field you have each email address separated by a ';' mark.  Also, any contact for the customer who has there 'Opt out of billing...' unchecked will get the estimate.  You can find the option under Edit Contact ...in the Customer screen.

        There is also a Help Center article on Estimates that relates to your question that can be found here.

    - Greg 

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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