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<< Click to Display Table of Contents >> Email Setup |
  
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<< Click to Display Table of Contents >> Email Setup |
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The Email Setup page is used to define default recipients for specific reports when sending them by email. The email addresses entered here will automatically populate when you select a report to send.
You can modify the recipient email addresses before sending the report if needed.
This feature also includes a customizable email message template for each report, allowing you to edit the message content as necessary before sending.
To set up email settings for a vendor record, perform the steps below:
1.In the Email Setup grid, locate the specific report for which you want to set up recipients.
2.Click the Show/Hide (
) 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. |
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. |
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. |
4.Repeat the steps above for each report on this page that you want to configure with email recipients.
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