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For example, let's open the "Orders" app, choose the desired orders and select "Send to...";
Select "Mail" app and click on "Compose email" button;
Enter required settings at the form appeared and click "Save";
To be able to actually send emails you need to connect to the "Mail" app and configure integration with your email;
To run search by all the payments and documents of the client, who sent the email, you need to open "Mail" app and select the required emails;
Then send the selected emails to the "Contacts" app and click on "Show contacts from email";
The list of contacts will be displayed - select the required contacts and send them to "Payments and cashbox" app and click on "Show the client's payments";
Payment information regarding specified contacts will be displayed in a new window;
Open the "Mail" app and select the emails from required contacts to search the documents related to these contacts;
Then send the selected emails to the "Contacts" app and click on "Show contacts from email"
The list of contacts will be displayed - select the required contacts and send them to "Documents" app and click on "Find the contractor's documents";
The system will show the documents for the contacts selected previously;
You can open the document and perform required actions with it, if needed - edit it, send or make a copy.