Plannit lets you choose the recipient(s) of your communications to provide a better communication experience and save time.
Here's how to do it:
OPTION 1: Within a given contact, you can choose the type of communication that corresponds to its need. For example, to send invoices to a specific address, simply identify it in the contact as follows:
When the invoice is sent, Plannit will recognize the billing contact as the sole recipient as follows, even if 2 different e-mail addresses are associated with the contact:
OPTION 2: This involves creating a billing intervention contact separate from the intervention contact (for example, in the case of management companies and/or if you are subcontracting, etc.) and simply making an association as follows on the intervention contact:
Once saved, only the billing contact will receive invoices.
NOTE: it is possible to add recipients already created in your contacts to your mailings at any time as required, from the send window as follows:
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