When migrating to Infusion Online, you’ll notice some differences in how email addresses are managed compared to Infusion Desktop.

Key Differences

• In Infusion Desktop: Each emailed document can only be emailed to 3 email addresses.
• In Infusion Online: Each contact can receive any document type, giving more flexibility.

Migration Behavior

• The migration process moves subscriptions to emailed documents for customer and supplier contacts accurately, so they are ready for emailing.
• The main email address works differently:
  • In Infusion Online
    •  the main Customer email address has only two options:
      • Receive Documents
      • Do Not Receive Documents
    • while the main Supplier email address is assumed to receive all documents. 
  • Individual document subscriptions for the main email cannot be migrated.
  • During migration, the main email address is set to Receive Documents for Customers.

Impact

• Many licenses will not notice any change if they typically email all documents to the main email address.
• If a migrated license has a main email address that should not receive documents, Infusion Support can assist with bulk updates by importing the correct flag, or a user can untick individually on a customer or supplier record. 

Finer Control

• If you need detailed control over which documents the main email address receives:
  • Move the email address to a customer or supplier contact.
  • Set the email subscriptions at the contact level.
• Infusion Support can help with:
  • Importing customer/supplier contacts.
  • Setting email subscriptions as required.