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Working with Emails |
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Topic: Organiser You can directly send emails from salesorder.com. This can be more convenient than using your normal mail system, such as for example Microsoft Outlook, for a number of reasons.
1. Mail can be sent directly from the relevant document within salesorder.com (e.g. Customer/Supplier/Contact). All mail sent to a given Customer/Supplier/Contact is recorded, so you can immediately see to which mails have been sent. In this sense salesorder.com's mail is contextualised. Usually in a system like Outlook you end up having to create dedicated folders for each Customer/Contact. In salesorder.com there is no need.
2. You can send transactional documents as attachments directly. For example if you want to email an Invoice to a Customer simply go to the Invoice Document and click the email action. The mail that is sent will automatically include the Invoice attached as a PDF document.
3. There are a variety of pre-defined email templates that simplify the task of sending standard emails such as Issue Invoice, Customer Payment Receipt, Issue Credit Note etc. Of course you can change the text in these templates, or add more templates as required.
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