IT Support Requests

The email options under the misc tabs do not appear to be set correctly.

Example of R&C Contracting - 124480, job #1

Email & Fax settings are:

Y/A
P
Y
J

for 131875 & 131867 job #1, they are
Y/A
P
N
M

The N on the third line should be a Y, and if we want to restrict documents to just s Invoices & Credits (not orders & estimates), the Invoices option for the contact in the contacts tab shoul d be I and not Y.

Let me know if this corrects the situation, or if you want screen shots.

I just corrected the settings. Will let you know if the problem persists.

Thank you,

On Wed, Apr 5, 2023 at 11:01 AM Tim Rothwell <itsupport@coastbuilding.ca>
wrote:

Issue #62 <https://support.coastbuilding.ca/issues/62#change-142> has
been updated by Tim Rothwell.
------------------------------

The email options under the misc tabs do not appear to be set correctly.

Example of R&C Contracting - 124480, job #1
<https://support.coastbuilding.ca/issues/1>

Email & Fax settings are:

Y/A
P
Y
J

for 131875 & 131867 job #1 <https://support.coastbuilding.ca/issues/1&gt;,
they are
Y/A
P
N
M

The N on the third line should be a Y, and if we want to restrict
documents to just s Invoices & Credits (not orders & estimates), the
Invoices option for the contact in the contacts tab shoul d be I and not Y.

Let me know if this corrects the situation, or if you want screen shots.
------------------------------
Support #62: Emailed Invoices/Statements
<https://support.coastbuilding.ca/issues/62#change-142> open

- *Author: *Patty Lugay
- *Status: *New
- *Priority: *Normal
- *Assignee: *Tim Rothwell
- *Start date: *2023-04-05

Hi,

We have customers who do not receive their invoices and statements.
Accounts were recently opened. I tried changing and refreshing the options
hoping it would make a difference but nothing happened.
Can you please take a look at this?

Customer # 131875
[image: image.png]
Customer# 131867
[image: image.png]

Thank you,
Patty
Files image.png
<https://support.coastbuilding.ca/attachments/download/14/image.png>
(18.2 KB)
image.png
<https://support.coastbuilding.ca/attachments/download/15/image.png>
(18.5 KB)
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