Jcurve Support Articles / Order to Cash

Send Transactions Email to Customers Only with Sales Orders

Written by
Joyce Anne Simpao
Published on
July 14, 2023 at 12:13:34 AM PDT July 14, 2023 at 12:13:34 AM PDTth, July 14, 2023 at 12:13:34 AM PDT

Scenario

The user wants to send Transactions Email to Customers only with Sales Order.

Solution

  1. Navigate toLists>Relationship>Customers
  2. Customer name:ClickEdit
  3. Click thePreferencestab
  4. Send Transactions Via:
    • Email:EnterCheckmark
  5. ClickSave
  6. Navigate toCustomization>Forms>Transaction Forms
  7. Sales Order form:ClickEdit
  8. Form Is Preferred:EnterCheckmark
  9. Click theScreen Fieldstab
  10. ClickCommunication: Messagessubtab
  11. To Be Emailed: Enter theCheckmark
  12. Check Box Default: SelectChecked
  13. ClickSave
#sales order
#preferences
#email
#transaction Forms
Jcurve Support Articles / Order to Cash