Organization Attributes - Auto-Email

Modified on Mon, 14 May 2018 12:51 by Curtis Riddle Categorized as Attributes

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===General Description===

'''Default Menu Location''' Maintain >> Address Book >> Organization

The Auto-Email screen allows the user to automate certain processes by sending out emails to designated users. There are several opportunities to use the auto-process functions throughout the system, including sending invoices, purchase orders, customer statements, and past due emails. The auto-process selection will be near the output of the report. 

[imageauto||{UP}/Attributes/Auto_Email_Auto_Process.png]

Users can pick and choose which services are auto-emailed and which are left out using a jump screen. This jump screen is set up as "autoemail" in the form name of the rule for the organization attribute. 

[imageauto||{UP}/Attributes/Auto_Email_Rule_Setup.png]

Once selected, add the attribute to the customer, and drill into the attribute. The user can then select and save the screens they want auto-emailed out during processing. 

[imageauto||{UP}/Attributes/Auto_Email_Jump_Screen.png]

Meta Keywords: attributes, auto email, email, auto process
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Organization Attributes - Auto-Email