Are you sometimes lost in the sending shipment list of a complex folderfile? Do you find it difficult to distinguish tickets among transmitted documents? The sending shipment details of a file have been rebuilt and offer you a clearer view of sending shipment history for your folderfile, while stressing on default tickets sendingshipment. In addition, document creation has been enhanced for folders files containing several contacts and for documents to be transmitted by email.
The
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shipment list of a
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file gets a face lift
First of all, when you open a sending shipment list from the detail of a folderfile, only the sending shipment concerning the tickets of the folder file is displayed. You can then, at a glance, visualize your client's tickets that have been printed, and if so, how they have been sent or submitted to your client. Reference sending shipment corresponding to future tickets of the folder file are also displayed on this page if they are still relevant, for instance, in case of fractioned payment by banking agreement, or in case of reservation.
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Do you want to get into the history of send documents for your folderfile? Do you want to get back to the global view of all the sending shipment you previously had? No problem: the filter available at the top of the list enables you to access this information at your convenience.
Improvement of document creation for a
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file
When choosing to whom you are sending a document, the drop down list enabling to select the contact will now indicate the contact's link with the folder file (main contact, cultural contact, payer contact, mailing contact). You no longer need to return to the folder file detail in order to make sure that you chose the right contact, and you have fewer risks of error.
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