Suggestions:
Systems have the provision to send email on transactions. These emails can be initiated automatically on transactions or can be sent by user when required.
Email option is available in two ways:
1) When users go to any transactions and click on any record in the feed list view a widget button ‘Email’ is visible.
2) if users click the more options button ‘Email’ option is visible in the list.
Users can click this email option and open the template page. This page allows users to save a template with the following values: Template code, Template Description, Send to, Send copy to, Send blind copy to, Email subject, Email Body, Attachment.
System displays Add button, next button, pick info menu, formatting toolbar.
The Add button can be used to add a template. An existing template can be edited and saved. Send button will allow the user to send the email to the receiver when required.
System provides an option to add a tag in ‘Send To’ field, if the user types any alphabet the tag gets activated and allows to select the customer/supplier/transporter/emplyee/Sales person.
System also provides to enter the email id of any person in ‘Send To’ field.
Email address field of the Supplier/Customer master, will be used if the system requires to send any intimation (automatically) to the supplier also will be printed on the documents.
Also, In Site Master, Email id and EDI Address needs to be entered .
Further configuration will be done by Proteus Team.