Emails and Confirmations Window

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Revision as of 17:29, 15 February 2011

The Emails and Confirmations window opens when you click the Email Confirmations button in Order Entry or Point of Sale. From this window, you can send ad hoc email messages to the customer, including invoices, order confirmations, delivery confirmations, and personal email messages.

Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation

To email an ad hoc invoice, order confirmation, or delivery confirmation:

1. Open the order in Order Entry or Point of Sale.
2. Click the Email Confirmations button. The Emails and Confirmations window opens.
3. In the Emails and Confirmations area, select what you want to send. For each type you select, select a template and either select or enter the email address.
4. Click Save to send the email message(s).

Sending a Personal Email Message

To send a personal email message from Order Entry or Point of Sale:

1. Open the order in Order Entry or Point of Sale.
2. Click the Email Confirmations button. The Emails and Confirmations window opens.
3. Click Email Message. The Email Output window opens.
4. From the Email Address list, select the email address to which you want to send the message.
5. From the Sender list, select the sender name for the message.
6. If desired, in the Carbon Copy field, enter an email address to which you want to send a copy of the message.
7. In the Subject field, enter a subject line for the message.
8. In the Personal Message field, enter the body text for the message.
9. Click Send.

The email message is sent and is logged in the Order Life Cycle.

To send a personal email message from the General tab of the Customer Detail Information window:

1. In the Customer Search window, search for and double-click on the customer. The Customer Detail Information window opens.
2. Click the General tab if it is not already displayed.
3. Click Email Message. The Email Output window opens.
4. From the Email Address list, select the email address to which you want to send the message.
5. From the Sender list, select the sender name for the message.
6. If desired, in the Carbon Copy field, enter an email address to which you want to send a copy of the message.
7. In the Subject field, enter a subject line for the message.
8. In the Personal Message field, enter the body text for the message.
9. Click Send.

The email message is sent and is logged in the Customer Life Cycle.

Entering New Email Addresses for a Customer Account

You can also enter new email addresses for a customer account from the Email and Confirmations window. When you do so, these are available for future correspondence with the customer.

NOTE: You cannot add an email address for a wire service account or a cash account.

To enter a new email address for a customer account from the Emails and Confirmations window:

1. Open the order in Order Entry or Point of Sale.
2. Click the Email Confirmations button. The Emails and Confirmations window opens.
3. Click the Email Addresses button. The Customer Email Addresses window opens.
4. In a blank row, enter a new email address. Repeat for any subsequent addresses you want to add.
5. Click Save.

You are returned to the Emails and Confirmations window. Any addresses added are available for selection. Additionally, an entry is made in the Customer Life Cycle.