How to set an email recipient address without using contacts?
Your customers may ask you to send invoice emails to a role-based email address (like
email@example.com) instead of the address of a real person. In this case, you may not want to create and maintain a contact for this email address.
So how can I set the
The easiest option to cover this use case is to create the custom field
ON_Email on the subscription (or other object on which the invoice generation is based). Consequently, setting a value in this field triggers JustOn's ON field mechanism, which copies the specified value to the invoice field
In order to fill the field
ON_Email on the subscription (or other object on which the invoice generation is based), you can
- Specify a value manually in the corresponding records, or
- Use a formula that retrieves the value from any other related record in your Salesforce org.