Table of Contents

Overview

You can send emails from the system attached to Debtors, Creditors, Companies, Persons and Transactions.  

These emails will often have a PDF of the transaction attached (eg to send an email of the invoice go to the invoice correspondance tab).

Normally you will select an email template - then modify it before sending it.

See also: Entering Email Templates

See also: Collecting Debt from Customers#SendingStatementstoCustomers

Navigate to the Correspondence Tab

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

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

Phone Call notes + correspondence not sent as email from the system

If attachments were sent with the email = attach them directly.  ie to the invoice - they will then be available to attach to future emails.

Sending a new email - can use a Template

Can edit the email template results and view the attachment before it is sent

Email addresses

Who is in the list of people that can be emailed? 

The list of email addresses that appear in the drop down:

Depends on where the correspondance is being started from

1. The employee logged in (so can cc to themselves)
   1. Will list employee email address
   2. Will list person email address (if different)
2. When sending to a debtor (or a debtor related transaction) - either person or company debtor
   1. All contacts at the Debtor or Creditor with an email address
   2. Email address for the parent company
   3. IF this organisation is setup as "invoice my parent" 
      1. then the contacts with email address at the parent
      2. The email address at the Parent company
   4. IF this organisation is setup as "invoice my buying group" 
      1. the buying group debtor contacts with email addresses
      2. The buying group company email addres
   5. Can select "sales" to get all persons with a Role 
3. When sending to a creditor
   1. The contacts with email addresses at the Creditor or Debtor
   2. The email address at the company
4. When sending to a person
   1. The email address on the person
5. When sending to a company
   1. The email address on the company
6. When sending to an employee
   1. The email address on the employee 
   2. and the email address on the person card for that employee

Where does the list of possible "From" addresses come from?

A from email address may come from the email template - see Entering Email Templates - it will be listed in the from address list as "Template"

If there is a host company email address - this will be listed

The user sending the email will have their email address listed as a possible from email address

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

Emails are also visible from the Employee card

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

Email of statements - see Customers and the Debtor Card

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