Correspondence Management

Correspondence refers to historical communications with your customer.  See Correspondence explained to see how it is used.

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

Sending an email is easy

• A list of Email Templates will show - see Email Templates to create Templates
  • It Depends on the transaction or area of the system you start the email from as to which email templates are visible 
    • Email Templates with "Usage = Manual" will be visible from anywhere in the system
  • The email template will show already merged with the ability to enter text directly
  • You do not have to use an Email Template
• Attachment Templates (PDF to be attached) that are available will depend on the transaction you start the email from and any custom ones you have defined will be visible from Host Company (your business/s) Reports / Templates Tab

How is the list of email addresses I can send to 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
• Email Copy check box to Host Company form, More tab, Contact Info. If ticked then this email address will be added to the list of potential recipients of a composed email.

Note you can also simply record correspondence like phone calls, letters, inbound emails etc in the system as well.