Configuration
The application is delivered with a pre-defined default configuration. Email720 will be ready to use right after installation from Microsoft AppSource.
By default, it is possible to setup individuel behavior on the each document types.
Setup
It is possible to customize or create specific setups to every documents. It is possible to create indivuel setups on each document type and language code.
Following sales documents is supported by Email720
- Quotes
- Order Confirmations
- Invoices
- Credit Memos
- Reminders
- Customer Statements
If you send a sales document by Email720 and your customers Language Code is not assigned to any setups the "blank" setup will be used as default.
Setup Lines
Every document type is represented with at lease one setup line. It is possible to remove the Email720 functionality with a document type by deleting the record from the setup lines.
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Document Type: Here you will see a list of the different document types that is supported with Email720.
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Language Code: It is possible to make different setups by assigning a language code on the line
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Auto Send: If you enable this setting, the documents should automatically be send from the queue without individuel approval or the opportunity to change the email content before sending. If you want to approve documents from this setup line or have the opporunity to make changes to the email content you should disable this setting.
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From Email: When the documents is send, this email adresse is used as sender and reply adress.
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Email Template: Here you assign the email template that is used together with the sales document. Is is possible to create your own or change one of the pre-assigned templates.