Correspondence refers to historical communications with your customer.
Any emails sent by the system are recorded in correspondence.
One email will be visible from multiple places in the system
- The person who was logged into the system who sent the email
- The person it was sent to (based on email address)
- The Debtor or Creditor it was sent to
- If it was sent from a transaction (like an invoice, order, or booking) then it will be visible from the transaction
How is the list of email addresses available generated?
- Person or Company Main email address - Each Debtor / Creditor belongs to either a person or a company
- A person has an email address
- A company has a general email address
- People who are contacts at a Debtor or Creditor - All contacts available are listed
- Roles - Accounts for example - everyone with the role of Accounts at the Debtor (creditor) will get the email