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Hi all,
Not sure if this is CRM module related, but it definitely has elements of customers, relationships & management - so here goes:
How are people using the "Mailing Settings" tab against a Customer? In other ERP/CRM systems we've used CRM to store all the different "recipient" types, and flag them as such. EG, a customer could have an unlimited number of contacts against it- and those individual contacts could be flagged to receive Invoices, Order confirmations, and/or statements.
Is the "Mailing Settings" tab the same idea - and are there use cases out there?
Looks to me that I can select a Mailing ID (what a weird awkward term) such as "INVOICE", then assign any number of Recipients who are associated with that Mailing ID (Invoice). The recipients looks like it pulls from the existing Contacts tab (which I like).
Are people using this for sending business forms automatically through Acumatica?
Extra bonus points if anyone has used the same thing in the Projects entity.
Thanks for any suggestions!
Arline
when you send a proforma invoice, invoice, shipment information. you need to set up a notification template.
then you can select these templates and set up in the "Mailing Settings" tab
Fred, thanks- makes sense.
Keep in mind that there are two ways to send the emails: the "manual" way and the "automatic" way.
Take the Invoices (SO303000) screen for example. You have two options for sending the Invoice via email. There are advantages/disadvantages of each option:
1. ACTIONS -> Email Invoice
Advantage: Email goes out immediately (less clicks), you can even schedule a bunch of invoices to email together. This option can read the emails from the MAILING SETTINGS tab.
Disadvantage: You don't get to review the email before it goes out.
2. REPORTS -> Print Invoice, then SEND button
Advantage: You get to review the email before it goes out.
Disadvantage: More clicks, have to send invoices individually. This option cannot read from the MAILING SETTINGS tab (at least I haven't found a way).
Tim, thank you. I worked this out a little bit more and was relieved to see that it's not a requirement to use the 'Recipients' form below the Mailing Settings setup. I was wondering if all of our customers were going to have to define those before being able to mass-produce invoices for customers. And I wasn't sure how detailed others were getting in terms of configuration.
One additional way to send invoices, if you are supremely confident, would be to totally automate the 'print invoices/memos' actions and attach the emails to a schedule. I got that working locally as a test case. https://dquest.com/can-acumatica-email-invoices-yes/
Thanks all for the suggestions and inputs.
I feel the same about it as you Arline. I try to keep it simple and I start by storing emails in the Email field on the BILLING SETTINGS tab of the Customers (AR303000) screen first.
If you exceed that capacity, you can use MAILING SETTINGS, but at least then you have a specific reason why you're introducing the additional complexity.
The Email field can hold 255 characters.
You can separate email addresses with a semicolon, not a ... "dot dot dot" or "ellipsis" as some English majors like to call it 🙂
Yes, some people like precision in screen IDs (I love that you do that) and some people like precision in punctuation semantics! 🙂
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