RE: Attach Message: “Attach To” recipients list
When using the “Attach Message” popup to attach an email to a Sales Order, what determines the list of recipients that appear in the “ATTACH TO” drop down select? For reference, this is a Sales Order where the Entity (Customer) is an Individual.
Beginner Asked on October 8, 2019 in How To's.
I figured it out, I had to add the Company to the Contact, rather than the other way around.