Auto Emails

Auto Emailing provides the facility to send out emails automatically for each of the following activities:

Entry and Display fields

Email Action: Select the Email Action from the drop-down list.

Override Email: Tick this box if you wish to use an Override Email instead of the default set up in Queue Settings.

Override Email Address: Enter the Override Email Address if Override Email is ticked.

Non: assigned Email Address: For Quotes follow-ups the Sales Persons email is used therefore if there is no Salesperson or that employee doesn’t have an email address then the Non-Assigned Email Address will be used.

BCC Email Address: Enter a BCC email address if required.

Status: Set as Active or InActive.

Buttons

Close: This will close the screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

Delete: This will immediately delete the current record from the list.