Sending a notification email

You can send email notifications when forms or companies need attention or when you want to contact the responsible user for one or several companies.

The emails are based on the current content in the grid, including any filters applied. Users that are displayed as responsible users and users added as FYI will receive one notification e-mail, regarding one or several companies.

To get responsible users and their email addresses into the emails and to assign responsible users to the companies, you must define at least one user role. You also need to add an email address to the user rights for each user. For more information see, Defining user roles.

You need to define an email server that supports SMTP in the General configuration, using the server preference "C4_EMAIL_SERVER."

Procedure

  1. Click the Send notification email icon Send email.
  2. Specify the following:
    • Whether you want to receive a confirmation email by selecting the option Receive confirmation email.
    • A short description in the Subject field.
    • An extensive description in the Body Text field.
    • Whether you want to Include status information about the companies.

      For each company you can add recipients by typing their email addresses in the FYI column.

    • Which companies should be included in the notification email.
  3. Click Send.