System settings, permissions, email addresses for users and email or E-fax details for debtors are required to use the email functionality.
1. |
System System Maintenance Invoicing. System settings to be enabled
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2. |
System Staff Configuration Role Maintenance Select the relevant Role, click Global Switches and set permissions for the Sales Order folder |
3. |
System Staff Configuration Staff Maintenance
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4. |
Debtors Debtors Maintenance
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Email addresses attached to the Contacts Names for debtor accounts cannot be used by the email system at this stage
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