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<< Click to Display Table of Contents >> Email Setup Page |
  
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<< Click to Display Table of Contents >> Email Setup Page |
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The Email Setup page allows you to set up the recipients to specific reports when you email them. The email addresses entered in this page are the defaults when emailing the specific reports. You can, however, edit the email addresses of the recipients prior to sending the emails. This feature also provides an email message template for each report which you can edit as necessary.
To set up email settings for a customer record, perform the steps below:
1.In the Email Setup grid, locate the specific report for which you want to set up recipients' email address.
2.Click the Show (
) button beside the report's name to show the To, Cc and Bcc fields.
3.Enter in the corresponding fields the following, as necessary:
oTo field
Enter in this field the email address(es) of the primary recipient(s) if the report being emailed is for their attention and action. Alternatively, you may click the Ellipsis (...) button to view the list of contacts' email addresses. Mark the checkbox that corresponds to the contact to select. |
oCc field
Enter the email address(es) in this field if you are sending a copy of the report to one or more secondary recipients for their information. Alternatively, you may click the Ellipsis (...) button to view the list of contacts' email addresses. Mark the checkbox that corresponds to the contact to select. |
oBcc field
Enter in this field the email address(es) of those whom you want to send a copy of the report but you do not want the other recipients to see that you sent it to this contact. Alternatively, you may click the Ellipsis (...) button to view the list of contacts' email addresses. Mark the checkbox that corresponds to the contact to select. |
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4.Repeat the steps above for each report that you want to set up email recipients within your company.
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