All the outgoing Emails related to the Sales workflow can be managed from the Customer module itself.
Toggle buttons for the restriction of the following auto-generated outgoing emails have been added to a newly created tab “Email Settings” under the Customer module:
- Auto release SO email,
- Invoice overdue reminder email,
- Due Invoice reminder email,
- Auto Ship Confirmation on Pack and Ship email
How does it work?
- Navigate to the Customer module, or open an existing Customer’s data from the Customer Centre.
- Open the new tab “Email Settings”.
- You will find the following toggle button settings:
- Restrict “Auto release SO email”,
- Restrict “Invoice overdue reminder email”,
- Restrict “Due Invoice reminder email”,
- Restrict “Auto-Ship Confirmation on Pack and Ship email”,
- Restrict “Daily ship confirmation emails”.
Please note: The above settings will override their corresponding App Config settings only for the Customer selected.
