Adding or Changing an Email Addresses Tip - Customer Document Profile

There will be occasions when you may want to add or change an email address of a Customer who is currently setup to receive customer documents electronically...

Such documents may include, Estimate Response Report, Order Verification Report, Customer Packing Slip, Customer Order Invoices, Customer Statements etc... 

To add or change this, open up the Customer Document Profile form, navigate to the appropriate Customer ID, and locate the relevant form :

So in this example, Harry Shaw has been added in to the circulation of the packing slip for Customer ID C000004. 

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