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.
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.
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.
