Address To field Changes
Contents
Overview
Address To field requires to enter first a Company and able to select Users belonging to that selected Company.
Screen Explanation
New Register Settings for Address To field
- Enable Multiple 'To' Company Addresses - This setting is for a handful of Registers that may require the ability to have more than one Company to be selected in the To Address field.
- In Register Designer, when Enable Multiple 'To' Company Addresses = True - Address To field will allow being entered with more than one Companies
- When Enable Multiple 'To' Company Addresses = False - Address To field will only be entered with one Company; a validation message will appear once multiple Companies are selected.
- Address To field must have the company selected before an Individual can be selected
- Unlike the Address From field(which is limited only to Company), Address To can be entered with Company then can be selected with Individuals also.
- Individuals in the Address To field must be limited to the selected Company in the field
- Address To field must display the company first on the list and individuals thereafter
- When there are multiple selected Companies in the To field, only the Individuals belonging to the first selected Companies can be selected
- Individuals selected in the To, From, Cc, or Bcc fields must have security access to the register
- Users without access to a Register cannot be selected in the Contact lookup
- They cannot be also selected on the Conversations since they do not have access to the Register.
- If the company selected in the To field is changed, then must re-select all Individuals
Packages are involved
1 - When the Company in From field has Package(s), the Package field will be displayed with the Package(s) of the Company in From field.
2 - When the Company in From field does not have a Package, the Package(s) of the entered Company in the To field will be displayed.
3 - When the Company in From field does not have a Package, then To field has multiple Companies, the Package(s) of the 1st selected Company in To field will be displayed.
- If the first selected Company in the To field does not have a Package, then the Package(s) next Company that has Package(s) will be displayed.
Examples of Use
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