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.


RE: Attach Message:

jen Beginner Asked on October 8, 2019 in How To's.
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2 Answers

I figured it out, I had to add the Company to the Contact, rather than the other way around.

Beginner Answered on October 8, 2019.
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