Texada SRM Technical Reference Manual
Texada SRM Technical Reference Manual

Email Types


Accounts Receivable Menu -> Customer Information -> Contact Information -> MORE button -> Email Types

Accounts Receivable Menu -> Customer Site Information -> Additional Site Information window -> Contact Information -> MORE button -> Email Types

Customer Contact Menu -> Customer Contact Information -> Contact Information -> MORE button -> Email Types


The window lists additional types of documents that could be flagged to email to the customer contact, when the Use Contact Document Emailing feature is activated in the Company Email Configuration.

Some of the additional document Email Types include:

Sales Orders

Sale Approval Quotes

Welcome Letter

Statement Letters

Contact Rate Cards

Satisfaction Survey

Reward Dollar Statements

Off Rentals

In-Yard Return Slips

Open Contract Report per Detailed Contract Open Report based on Contact Associated Sites

Payment Receipts from Counter Payments


Topic Keyword: RSCIET04 (4369)