• Send email from Order to other than customer

    When sending an email from an order, the "To" field automatically defaults to the customer's email when sending the email from the communications tab. Is it possible to default to another email address after selecting a specific email template? During…
  • Customizing the Communication List to display 'Emails Only'

    A customer had a requirement from their sales users to be able to filter the communication screen to show all Emails, both inbound and outbound. You can see below that I have managed this by creating the option to filter 'Emails Only'. Emails get…