Contact Email Search

Counter Menu -> Contracts -> Contract Details -> Contract Summary and Totals -> eSign button -> Select an Email Address -> Contact Email Search

Counter Menu -> Invoices -> Invoice Summary and Totals -> EMAIL FOR PAYMENT button -> Select an Email Address -> Contact Email Search

Accounts Receivable Menu -> Customer Account Inquiry -> Invoice check 'P' col -> EMAIL FOR PAYMENT button -> <<a href="7095.htm"> Select an Email Address -> Contact Email Search

Counter Menu -> Contract Summary and Totals / Reservation Summary and Totals -> EMAIL FOR DEPOSIT button -> Email For Deposit -> Contact Email Search

Counter Menu -> Contract Deposits / Reservation Deposits -> EMAIL FOR DEPOSIT button -> Email For Deposit -> Contact Email Search

This search window is provided to view and select from the existing addresses defined for the contact, customer, site, or vendor.

When the Use Contact Document Emailing feature is enabled in the Company Email Configuration and the document or report being emailed is customer or vendor specific, then the search only returns addresses associated with active Contacts for that customer or vendor, but if the report is more general then all active Contact addresses are included in the search results.
When the Use Contact Document Emailing feature is not activated, automatic emailing does not occur but contacts can still be setup with email addresses that can be searched for and selected as the recipient of an email for any document or report to be sent from the software.

NAME

When the Use Contact Document Emailing feature is enabled in the Company Email Configuration the Name field can be left blank to generate a list of all email addresses for each active Contact associated with this customer, site, or vendor, or to narrow the search enter any few characters from the Contact Name or from the email address.

When the Use Contact Document Emailing feature is not activated a minimum of 3 characters must be entered in the Name field to use as the search filter.
Matches for all active Contacts with names or email addresses including these characters will be returned, regardless of customer or vendor.

This field is not case sensitive and any chain of characters in the Contact name or address can be entered.
This action does not search on the address text.

Search Results:
The matching primary and alternate email address records from Contact Information are listed with the name and email address, and a select column is provided.
An address is only listed once, even if it has been assigned to multiple Contacts.

Note: If the Use Contact Document Emailing feature is enabled and the email is being generated from a specific Customer Site Information record, only emails associated with contacts for that site are displayed.

The list can be resorted by any column in ascending or descending order, by clicking on the column heading.
Columns can also be dragged and dropped to reposition them as required.

Multiple addresses can be selected.
To select a site, double click on the appropriate records and when the list is complete click ACCEPT.
If one address is selected it will then display in the To or Cc field in Compose Email, but if multiple addresses are selected the Email field will note the number of recipients and not list each address.