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Table of Contents

Overview

Users who You can send emails from the system will need to know how to do it and how it worksattached to Debtors, Creditors, Companies, Persons and Transactions.  Normally you will select an email template - then modify it before sending it.

See also: Entering Email Templates Training

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Sending emails

Navigate to the Correspondence Tab

Examples of navigation (note this is not an exhaustive list - just some examples).

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When you get to the correspondence tab - you can review history

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Sending a new email

 

Any email sent out by a user - will be attached to that users Person Card

 

Emails are also visible on the Employee card

Note that the email needs to have been sent to their employee email address or from the employee email address

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