Using Email

You can connect Salesorder to your business email accounts to enable users to send, receive and track emails from within your Salesorder system. You can attach files to emails sent from your system. 

Using IMAP connectivity (like email on your phone) you can connect as many email accounts as you need and assign access to these email accounts to your workers on their Login profiles. 

For a Customer or a Supplier (trading partner) record in Salesorder, users can access mailboxes to view, track and participate in email conversations specific to that trading partner contact. To participate, users can send and receive emails from the respective mailbox.
 

Based upon the Contact email address(es) stored on that Trading partner, Salesorder will present a filtered view of the respective mailbox. For example all mail between accounts@salesorder.com and finance@customerxyz.com. 

Because the connection feature uses IMAP, all history of email dialogues are preserved on your business email servers. 

Email Documents

Every Document in your system has an option to enable Users to email the respective Document as a PDF attachment. Email sent from a Document shows up in the Sent folder for the respective mailbox. 

From the email window on any Document you can switch the Sender address to another email account (provided its connected and the User has access). You can also switch email templates.

Email Templates

Templates increase productivity and help maintain standards of communication. You can create and assign templates for a specific use case on a specific Document. For example: Customer Payment Receipt email on Customer Payment.

Setup email templates

To create a new Email Template, go to:

SETUP > Email Templates > New Template

For a detailed walk-through on creating email templates, see Using Email Templates.

View the entire Mailbox

You can select and view the entire contents of a specific mailbox from the Explorer.

Search Mailbox

search email box

From the Trading partner master (Customer or Supplier) or from the global view of a mailbox you can search for emails.

Bookmark Email(★)

Setup UsingEmail BookmarkEmail

You can bookmark emails onto the Explorer so as they are visible and accessible. 

Map mailbox Folders

You can map your favorite folders from your existing mailboxes into the mailbox view in your system.

Fallback email

In the event of your email system being compromised or being unavailable, your system includes a fallback system to enable you to send email from your system via our partner Sendgrid. 

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