Match contacts and ledgers (administrations)

<< Click to Display Table of Contents >>

Navigation:  System settings > E-mail > Contacts >

Match contacts and ledgers (administrations)

Menu items: 'RAM', 'Couple contacts to administrations'

The window 'Link contacts to administrations' offers the possibility to set which user will receive notifications for which ledgers (administrations).

To match a contact to a ledger (administration) the following steps must be completed:

1.Select a contact (using the drop-down menu above the left column)

2.In the right column, select the ledgers (administrations) for which the contact has to receive e-mail notifications

3.Move the selected ledgers (administrations) to the left column (click 'Add').

4.Click 'Apply' to save these settings.

Repeat these steps for each contact.