NOTE: This applies to the NEW Carrier TMS design only. This will NOT work if you are on the old Edit Load design. Additionally, the contact or emails must be used in the SHIPPER/CUSTOMER field when creating/editing an order to be able to send BOLs/Invoices to multiple emails, without having to enter those emails individually.
Here's how to add multiple emails to a Shipper/Customer or Contact so that all emails listed can receive BOLs and Invoices when sent from the Carrier TMS or Mobile App.
Method #1: Add multiple email recipients when Creating a Contact
When creating a new contact in the Contacts page of the Carrier TMS, you can add multiple email contacts by placing a comma and a SPACE after each email like this:
[email protected], [email protected], [email protected]
Once you have entered each email with a comma and a SPACE after them, and you have finished filling out the contact details, click Save.
Method #2: Adding multiple email recipients to the Shipper/Customer section from the Edit Load Page.
When viewing the Load Details of any order, click Edit Load. This will enable all fields in the order to be edited (like the old edit load page!)
HINT: You can also click the Edit Icon on the Customer Information field to only enable editing for Customer Information.
Navigate to the Customer field.
In the Email field, add multiple email contacts by placing a comma and a SPACE after each email like this: [email protected], [email protected], [email protected]
Now, when you go to send off your BOL or Invoice to your Customer/Shipper, all emails entered into this field in this format will populate like this in the Send Invoice:
And that's it! If you have any questions about adding multiple email recipients to a contact or an order, give our Support Team a shout by clicking the chat icon in the bottom right corner of this screen! 👋