Hi,
Not being overly familiar with APM. We needed to send an invoice to a customer, but have a copy of the invoice bcced to our finance departments mailbox. The configuration of the recipient did not show any other email fields apart from the one email address.
I ended up getting on to Epicor Support and I can happily report they were able to help me out rather quick smart.
The answer was to create a new static recipient and then add that recipient to the routing the routing list group. On reflection it sort of makes sense, but I guess you have to sit back and think of how APM is working to understand how to achieve some of the results. No Bcc is confusing though.
We are not using full APM integration at the moment and I beleive that we should be able to have indexed APM documents attached to the customer record and linked using the smart client, that is our next step.
I hope someone finds this information useful.
Cheers
Simon Hall
Not being overly familiar with APM. We needed to send an invoice to a customer, but have a copy of the invoice bcced to our finance departments mailbox. The configuration of the recipient did not show any other email fields apart from the one email address.
I ended up getting on to Epicor Support and I can happily report they were able to help me out rather quick smart.
The answer was to create a new static recipient and then add that recipient to the routing the routing list group. On reflection it sort of makes sense, but I guess you have to sit back and think of how APM is working to understand how to achieve some of the results. No Bcc is confusing though.
We are not using full APM integration at the moment and I beleive that we should be able to have indexed APM documents attached to the customer record and linked using the smart client, that is our next step.
I hope someone finds this information useful.
Cheers
Simon Hall