How can I control where "Email Ticket as a PDF attachment" sends a Custom Report for the Charges Report Category? It's currently sending the PDF to the customer contact email, but we want to change this to target our Invoicing person, who does not use CommitCRM.
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Change target address for "Email Ticket as a PDF attachment"
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Jim AppleTech
- 35
Change target address for "Email Ticket as a PDF attachment"
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Support Team
- 7552
Re: Change target address for "Email Ticket as a PDF attachment"
The email is sent to all of the Ticket's External Email Recipients. These are configured under the Ticket Email Recipients tab.
Hope this helps.
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Jim AppleTech
- 35
Re: Change target address for "Email Ticket as a PDF attachment"
Is it possible to ONLY send an Invoice report to our finance person? In other words, is the recipient of "Email Ticket as a PDF attachment" for a specific report configurable?
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Support Team
- 7552
Re: Change target address for "Email Ticket as a PDF attachment"
Aha, we thought that you were referring to the Alerts to Customers feature.
With the manual PDF menu option you cannot preset who it will get emailed to and you need to select it. Thanks for asking we will take a note of this.
PS: I removed your other post that asks the very same thing.
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Jim AppleTech
- 35
Re: Change target address for "Email Ticket as a PDF attachment"
Thanks for the response.
I cross posted because I wasn't sure the Sharing Center was the appropriate place to ask a question. After I posted I thought I was just up posed to share my reports there.
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Support Team
- 7552
Re: Change target address for "Email Ticket as a PDF attachment"
Sure, no problem and you are welcome!
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