Jcurve Support Articles / Order to Cash

Change the from Email Address When Sending out Customer Statements

Written by
Milkie Fernandez
Published on
November 30, 2023 at 9:06:59 AM PST November 30, 2023 at 9:06:59 AM PSTth, November 30, 2023 at 9:06:59 AM PST

Scenario

User wants to edit the From Email Address when sending Customer Statements.Enhancement96513is logged, to be able to create and select multiple email addresses for outgoing emails to customers.

Solution

Set Email Preference:
  1. Navigate toSetup>Company>Email Preferences
  2. ClickTransactionstab
  3. From Address For Emailed Forms:Select either
    • User Email Address
    • orCompany Return Email Address
  4. ClickSave
Setup Email Address:User Email Address:
  1. Navigate toHome>Set Preferences
  2. ClickGeneraltab
    • From Email Address:EnterEmail Address
  3. ClickSave
    Note:This setting is user specific only. If no email address is entered in From Email Address in Set Preferences, emails will be sent using the user's login email address.
Company Return Email Address:
  1. Navigate toSetup>Company>Company Information
  2. Return Email Address:EnterEmail Address
  3. ClickSave
    Note:Changing this affects the whole company's From Email Address.
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#email address
#customer
#customer statements
Jcurve Support Articles / Order to Cash