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eMail for Microsoft Dynamics SL
ASI– eMail for Microsoft Dynamics SL (Solomon) features a variety of efficient tools to aid in the eMailing process. It allows the user to do all of the following:
- eMail/Fax and/or print AR Invoices and AR Statements
- eMail/Fax and/or print OM Quotes, Confirmations and Invoices
- eMail/Fax and/or print Flexible Billing Drafts and Invoices
- eMail/Fax and/or print Service Series Work Orders and Invoices
- eMail/Fax and/or print Purchase Orders
- Default personalized email subject and message by document type; change at time of eMailing
- Individual document report format available by customer, vendor, project
- Multiple email file format types available
Features:
ASI– eMail for Microsoft Dynamics Sl (Solomon) includes the following convenient options:
- Email Set Up
- Email Maintenance
- Email/Fax or Print Function
eMail Set Up:
- The eMail Set Up function provides a simple way of managing the eMail interface.
- Set up the ability to eMail, Fax and/or Print documents.
- During setup eMail addresses will default from Customer, Vendor or Project Maintenance.
- Choose ability to enter a report format by Customer, Vendor or Project.
- Choose ability to select desired eMail file format type by Customer, Vendor or Project.
- Enter default eMail subject and message by document.
eMail Maintenance:
- eMail Maintenance controls emailing by Customer, Vendor and Project.
- eMail default options by document based on information from setup.
- Multiple eMail address capability- up to 100 characters.
- Ability to enter specific report format by Customer, Vendor and Project.
- Choose file format type for email by Customer, Vendor and Project. (Excel, Word, Crystal Reports, HTML, Text, Comma Delimited, PDF).
eMail/Fax and Print Function:
- System automatically defaults documents to email, fax or print.
- When emailing/printing, invoices will populate grid when batch is chosen.
- Complete desired eMail subject and personalized message or accept default from setup.
- Selection options include: default, eMail only, Print only, eMail and Print, Print all or no; do nothing.
- To eMail select Begin Processing.
- Simple, Quick and Easy. eMailing at the tip of the finger.
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Product Manual |
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Demonstration |
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Video |
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