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Email Reminders

Submitted by Guest on Wed, 25/11/2009 - 13:32
in

Hi all,

When the email functionality was discussed it was stated that a basic version is already built into the reminder system. Does anyone use this? If so how do you set it up and can you choose which clients you email to or is it an all or nothing system?

Cheers,

Nick

‹ recent update to firefox 3.5.5 and read-only open office files. Reminder Issue ›

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Email Reminders

Submitted by tony on Thu, 26/11/2009 - 08:42.

Hi Nick,

Yes, email reminders and statements is built into the system already. 

In order for a customer to receive email reminders all you need to do is add an email address contact to the customer and then select the Reminder contact purpose on this contact.  This tells the reminder system that the customer should be sent email reminders not posted reminders.

Ther are some addiitonal once only setups that may need to be done as well inclduing setting the email subject and body text in your reminder templates.

Verion 1.4 has made some changes to the reminder system to improve operation and handling of errors as well as allow grouped reminders.

Cheers

Tony

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