VISUAL’s email capabilities have been further enhanced in Version 9 with the introduction of Notifications. In fact, it should be noted that VISUAL’s entire email system has been updated and now works with multiple email systems including Office365, Gmail, Thunderbird, etc.
For those of you using Workflow to send emails – this is awesome news. Workflow and emails were sometimes a hit and miss depending on your environment – and a PITA to troubleshoot!
when there’s a Shipment/Receipt on the order.
And all of this can all be done automatically and behind the scenes.
Notifications can be set globally at the customer and vendor level as well as at the order level.
In the Customer Order Entry window, under the Notifications tab in header area – you can indicate whether notifications should be processed.
Notifications to your customers and vendors will always be sent to the contact tied to the specific order. Internal communications (your employees) are specified in the window above (right area) or can be set globally at the customer and vendor level.
You will notice across the top are the various templates particular to the notification type (business event) – ie: customer order, purchase order, shipment, receipt, etc.
The right area lists all the available tokens (placeholders) to personalize the content of the notification. These tokens will be replaced with content from your data of the related document when the email is created.
Once set – you are good to go. It’s another option to keep everyone apprised of what’s going on – externally and internally.