Table of Contents
Overview
You can send emails from the system attached 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
Sending emails
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
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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