Automation - Workflow - Notify - include all email recipients on the customer contact records
It would be beneficial if all customer contacts identified as “include in emails” and the default email contact were sent automated email notifications set up using the Workflow functionality so that it mirrors the manual emailing process for sales orders/invoices.
Currently, if you use the Notify feature you are limited to emailing a single recipient, which is the default email contact on a customer record. It would be better if it emailed the default contact and CC'd all the other contacts checked as “include in emails”.
This would then mirror the functionality supported when “manually" emailing a customer from one of the sales process options. We wanted to use Workflow to automatically email the invoice when the invoice was authorised, rather than having to manually do this as we currently do. We estimate it would save us about 100 hours of work a year currently.
Comments
4 comments
I agree Mark and have suggested this to the Cin7 team before.
The automation module should be automating a manual process, so why it doesn't cc in the other contacts with “include in emails” is strange.
Tim
Tim, more than likely due to different development teams working on separate areas of the system and not searching to see what code already exists that could be re-used. Having managed large system developments in over 40 years in IT, I witnessed it all of the time, people working in silos, ignorant of what was written before them. Constantly re-inventing the wheel without looking to see if the original wheel was still fit for purpose. There is undoubtedly a piece of code that is used to issue emails, based on the customer contact settings, in the sales module, that could have been re-used/re-factored in the automation module. A case of, “I can write a better piece of code” but then fails miserably to do so! ;-)
Yes, please enable this functionality. The only other option is to create a Mailing List and separate workflow for each customer, which really defeats the point of automation.
Implementing Workflow functionality that mirrors geometry dash the manual process—automatically emailing the invoice to the default contact and CC’ing all other relevant contacts when an invoice is authorized—would streamline the process and could save the company approximately 100 hours of manual work per year.
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