21-Send Email Function - Send sales document by email
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Setup
i. STMP account for send out the email is required.
ii. Install MS Outlook Add-in
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iii. Customer Card
New field Invoicing Email Recipient (200 char) and Invoicing Email Contact (50 char.). Fill up the information for default email recipients and the salutation position in the email body.
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2) Select the Document Type then enter the Document No. that related to the Document Type. Click OK for confirm.
3) System will find the document(s) and attached to the email box
| Field | Description |
|---|---|
| To | Default from Customer Card Invoicing Email Recipient |
| Subject | Subject Line generated by system, <System Company Name> - <Document Type> <Document No> |
| Attachment | PDF file for the sales documents. User can click the ... button to preview the document if needs. |
