Correspondence

Communication through e-mail can be initiated and tracked from the Correspondence area for Orders Returns, Transfers, Purchase Orders, VendorsVendor Returns. Users have the option to create an email from scratch or chose a pre-built template for commonly addressed customer inquiries. Email templates are created using the Email and Document Template Manager.

Create a Blank E-Mail

To send a general email, click Create Blank Email.

An email can be sent to any email address from any email address. The email remains in the correspondence section as a viewable thread for future reference.

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Create an Email from a Template

To send an email from an existing template, select the template from the Choose Template drop-down list and click the Send button to preview it.

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Make any necessary modifications and click the Send button to send the email to the recipient.

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Emails can be categorized and the choices available in the Category drop-down are determined by the client. Other email features include Preview (allows user to see how the email will look to the customer), attaching a personalized signature, and setting a prioritization level.