Use Sidebar LHS to navigate
For global help click here

Correspondence explained

Owned by P Sawkins (Unlicensed)
Last updated: 28, May, 2020

Table of Contents

Summary

Correspondance includes emails sent from the system and calls notes

Correspondance has links in the system.  For example an email or call note can be recorded related to a transaction (Eg Sales Order or invoice) - this will result in a link to (1) the transaction (2) the company you spoke to (3) the employee who entered the correspondance (4) a contact at the debtor or creditor that was spoke to / emailed

Correspondance may require a follow up.  Flag the correspondance if it requires a follow up, you can optionally assign to a person, set a date and time and also set a priority on the followup.  A master list of followups is available across all entities, more focussed ones are available on debtor and creditor forms (Across all debtors / Creditors).

Follow Up of Correspondance

Any correspondance can be flagged for later followup.  A list of items to follow up makes it easy to stay on top of items that need attention

Follow up across all Leads, Customers or Suppliers

The lead, customer and supplier forms have a Follow up list focussed on only the type of entity being viewed.  

Below is the lead example.

The list is sorted so

  1. Items with dates are grouped by date
  2. Items with Time are above items with no time (and in time order)

Correspondance Tab

Items flagged for followup in the correspondance tab will be highlighted

Capturing emails sent or received into another system or a call record

The correspondance form allows for tracking of emails, phone calls and other transactions (for example sms). 

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 emails using actions in the system

These emails do not show a compose form.

WhatWhenWhoEmail Template Settings
If a Debtor has the Auto Email Invoice box ticked on the Debtor form, Debtors tab, Extended Attributes, Invoicing Rules

 The invoice will be automatically emailed to them when their order has been picked and invoiced via a waybill.


These emails will be sent to

  1. any debtor Contacts with the Accounts role
  2. as well as any Accounts payable email address set on the Company form Contact/Audit tab.
  3. If no address is found for either of the above then it will be sent to Debtor address, if any, or the Company or Person address.
  1. Usage Context Sales,
  2. System Usage Order/Booking Invoice,
  3. Recipients Role Customer.

The same Auto Email Invoice box controls auto emailing of Credit Notes. These are sent to the same recipients.
  1. Usage Context Debtor,
  2. System Usage Credit Note,
  3. Recipients Role Customer
When a Purchase Order is emailed to a supplier by selecting an option on the Status menu
sent to the Company email address and BCCed to the user
  1. Usage Context Purchase,
  2. System Usage Created,
  3. Recipients Role Supplier.
When a payment is created for a supplier
  1. The remittance advice is emailed to the any contacts with a role of Remittance Advice
  2. If there are none it will be sent to the Company email address.
  1. Usage Context Creditor,
  2. System Usage Payment
If statements are sent to a group of debtors via the Accounts Receivable dashboard 
 these will be sent to and Accounts contact(s). If none they will be sent to the debtor email address, if any, or the Company or Person email address.
  1. Usage Context Debtor,
  2. System Usage Statement


Sending Emails using Correspondence Tab

If you are sending an email that pops up a compose form before sending then you can choose who it is addressed to in the same way as using the correspondence tab

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: 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


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)
    3. Will list all employees with Secure Features#EmailCopy
  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 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

A default from email address can be set in Symbols Config - This from email address will always be listed as an option when composing an email on the Correspondence tab, labelled as 'Default'.

  • A full email address can be specified as a symbols config with a key of 'FromEmailAddress', e.g. 'admin@mycompany.com.au'. This can be specified as a global or host company specific symbols config. 
  • Alternatively, the first part of the address can be specified in the symbols config, e.g. 'admin' - the system will then work out the rest of the email address using the following rules)
      • If no symbols config is specified then the system will use admin as though specified in the symbol config.
    • In this case it will be appended with '@' followed by the domain name. 
    • The domain name is the web address without the 'www.' at the beginning, if any, and without the '/' at the end, if any, e.g. 'mycompany.com.au' from 'www.mycompany.com.au'. 
    • If there is no web address then the domain name will be taken as the string after the '@' symbol in the email address, e.g. 'mycompany.com.au' from 'enquiries@mycompany.com.au'. 
    • If there is no email address then the domain name will be made up of the host company search code + '.com', e.g. 'mycompany.com'.
    • If there is no default setup in Symbols Config then the system automatically defaults admin@domainname.com (using these rules to determine the domain address.)

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



For information about SaaSplications go to http://saasplications.com.au