Knowledge Base

Client Form

For more information on the core functionality for this page, visit Client Form.

There is an Clients+ meta box added to the client form. It allows for To, CC and BCC contacts to be added for each client. The field accept email addresses or WordPress usernames for existing users. These contacts will receive all emails generated for the client.

The Add User button below each field opens the standard WordPress user form in an IFRAME with the InvoiceEM Client role selected by default. This allows you to add client user records without leaving the client form.

Last updated on January 11, 2020