Email
Connect and use your email to send, receive, and track Sales and Purchasing emails by Customer or Supplier.

Email - need to know

You can connect Salesorder to your business email accounts so as users can send, receive and track email from within your Salesorder system.
You can attach files to emails sent from your system.
Using IMAP connectivity (like email on your phone) you can connect as many email accounts as you need and assign access to these email accounts to your Workers on their Login profiles.

By mailbox by Contact from Customer and Supplier masters

From a Customer or a Supplier (trading partner) record in Salesorder Users can access mailboxes to view, track and participate in email conversations specific to that trading partner contact. To participate, users can send and receive emails from the respective mailbox.
Based upon the Contact email address(es) stored on that Trading partner, Salesorder will present a view filtered by Contact (and therefore Customer) of the respective mailbox. For example all mail between [email protected] and [email protected]
Because the connection feature uses IMAP all history of email dialogues is preserved on your business email servers.

Email Documents from Documents

Every Document in your system has an Action enabling Users to email the respective Document as a PDF attachment. Email sent from a Document shows up in the ‘Sent’ folder for the respective mailbox.
From the email window on any Document you can switch the ‘Sender’ address to another email account (providing its connected and the User has access). You can also switch email templates.

Email Templates

Go to Setup>Email Templates
Templates increase productivity and help maintain standards of communication. You can create and assign templates for a specific use case on a specific Document. For example ‘Invoice Overdue’ email on Sales Invoice.

View the entire Mailbox

Go to Organizer>Email
You can select and view the entire contents of a specific mailbox from the Explorer.

Search Mailbox

From the Trading partner master (Customer or Supplier) or from the global view of a mailbox you can search for emails.

Bookmark Email (★)

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From
Subject
Date
Payment reminder
You can bookmark emails onto the Explorer so as they are visible and accessible.

Map mailbox Folders

You can map your favorite folders from your existing mailboxes into the mailbox view in your system.

Fallback email

In the event of your email system being compromised or being unavailable your system includes a fallback system to enable you to send email from your system via our partner Sendgrid.

Configuration

See 'Mail Accounts'.
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Email - need to know
By mailbox by Contact from Customer and Supplier masters
Email Documents from Documents
Email Templates
View the entire Mailbox
Search Mailbox
Bookmark Email (★)
Map mailbox Folders
Fallback email
Configuration