If your field team needs to send some Forms, Sales documents, or Audits always to the same e-mail recipients, they don't need to type them manually with each e-mail but you can save these e-mails for your team to choose them from the dropdown menu. In the guide below, we demonstrate how you can set up e-mails from the web app for your field team to use.
1. The first step is to enter these e-mail addresses in the Custom fields of your places.
You will notice that we have only one e-mail field in your place profile, but that is not a problem, if you will need more e-mails for your accounts, you can create more e-mail fields using our Custom fields.
If you are currently not using Custom fields, please look at this guide to see how to create them: How to add Custom Place fields to your contact info
2. Once you create your Custom fields - and name them as you need, for example, distributor e-mail, supervisor e-mail, office, etc. You need to go to the places you want these e-mails to be available for and enter these addresses in these fields.
That's how it's done in Repsly, but it's more practical to export your place list to do this action in bulk for all your places. Once you have created Custom fields in Repsly your columns in your import file need to have the exact same names as the custom fields in Repsly to be mapped properly. If you already have custom fields and need to update them, you need to export your places in Tabular view and your custom fields will be exported as well.
We have a guide on importing and exporting places that can help you with this process on this link: Best Practices For Importing
Below is an example of one custom field, but you can have as many as you want with different e-mails attached to different places.
Once you perform the steps described above, your representatives will be able to send orders, forms or audits without having to type in the entire e-mail address.
There is a slight design difference between an iOS and an Android device. On iOS when you click the plus button the address will appear and on Android devices, it will appear when you start typing the address or hold on the sender field for 2 seconds.