In a workflow, you can designate the recipient of specific emails based on contact positions OR on Invoice level contacts.
By default, Kolleno sends emails to both Primary Contacts and Other Contacts unless one of the two below configurations are selected.
Customer contact positions
If you configure a workflow to send emails to a particular contact position, such as the CFO at the customer level, Kolleno will exclusively send the communication to the user holding that position at the company level.
Invoice level contact positions
If you configure a workflow to send emails at the invoice level and make use of the invoice level contact (using the contact to send drop down), Kolleno will send the communication to the user associated to that invoice.
No specific position or invoice contact?
In the event that no user with the specified position, such as CFO, is available, Kolleno will route the communication to the primary contact. If no primary contact is set, the communication will be sent to the all other contacts on the customer.
This is to ensure no invoice gets missed for communication.
