On the Sales Orders and Invoices modules you will find a Contacts subtab. By clicking on that subtab, you will see any additional linked Contacts, and also a Select Contact button that allows you to associate other Contacts with the Sales Order/ Invoice.
This feature allows you to link more than one contact to a Sales Order or Invoice and to include them on emails sent if there is no Billing Email set. This works with standard emailing, email plans and scheduled emails.
Enabling the Feature
This feature can be configured using the following settings:
Settings > Additional Settings > Sales Order Settings:
Email all linked contacts when emailing a Sales Order - if this is enabled and there us no Billing Email on the Sales Order, then email all Contacts (in the "To" field)
Email CC all linked contacts when emailing a Sales Order - if this is enabled, the Main Contact will be listed in the To field, and all additional Contacts will be included on the email in CC.
Settings > Additional Settings > Invoice Settings:
When converting to an Invoice copy the linked Sales Order's linked Contacts - any Contacts linked to the Sales Order in the subtab will be copied into the Contacts subtab on a new Invoice
Email all linked contacts when emailing an Invoice if no billing address is available - if this is enabled and there us no Billing Email on the Invoice, then email all Contacts (in the "To" field)
Email CC all linked contacts when emailing an Invoice - if this is enabled, the Main Contact will be listed in the To field, and all additional Contacts will be included on the email in CC
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