For example, open the "Orders" application, mark the orders of interest and select "Send to ...";
Select the "Mail" application and press the "Write letters" button;
In the form that appears, enter the necessary settings and click "Save";
To be able to send letters, you need to connect the "Mail" application and configure the integration with mail;
To search for all the payment or documents of the client who wrote the letter, you need to open the "Mail" application and select the letters of interest;
Next, we send the selected letters to the "Contacts" application and click "Show contacts from the letter";
A list of contacts will be displayed - select the contacts of interest and send them to the "Payments and Cashier" application and click "Show payments by client";
A new window will display information on payments regarding the specified contacts;
To search for documents regarding the contacts of interest, open the "Mail" application and select the letters of the contacts of interest;
Next, we send the selected letters to the "Contacts" application and click "Show contacts from the letter";
A list of contacts will be displayed - select the contacts of interest and send them to the "Documents" application and click "Find documents of the counterparty";
The system will display documents regarding the previously selected contacts;
If necessary, you can open the document and take the necessary actions with it - edit, send or make a copy.