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Summary / TL:DR: This article provides instructions for sending an email to a customer from Note Activity in Advantage.
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Letters are associated with action codes which are tied to the Reason Category and Reason selected for the Note. |
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How to Send an Email
From the Customer Service screen, navigate to Note Activity
Enter the Reason Category, Reason and Action for the letter you would like to send
Click Send Response
The Context Key dialog box will appear, the Customer Number will automatically fill-in, enter the Item Number.
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You may also be prompted to enter the Order Number depending on the letter |
5. The Send Response dialog box will appear, under the Communication Method, ensure E-mail is selected
6. The Outbound Email Address and Email Address will default based on the letter, folder and customer, ensure these are correct, and adjust if needed
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If the |
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drop-down is selected the outbound email can be chosen from a list, this now includes the new alias column to help figure out which email address is best to use. |
7. Click Print/Send
8. The Letter Review dialog box will appear. To make any adjustments to the letter, click Change., otherwise, click OK
9. A dialog box will appear to confirm the email has been sent, click Acknowledge
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Some letters may have additional questions you are prompted to answer. This is based on the information contained within the body of the letter. Also, emails are sent real time, once the box comes up in the last step to acknowledge, the email has been sent to the customer. |
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Wrap upYou should now be able to send an email to a customer from Note Activity in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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