Action
Result
If you always send documents in the same way, you can automate their dispatch with the Communication of external documents feature. This feature enables you to configure settings in advance, such as the contacts who should receive the documents, the location where the documents should be stored, and the texts to accompany those documents. That way, you can ensure, for example, that a customer who has requested an offer will always automatically be emailed a sales offer including attachments, and that this email will also be sent to the designated customer contacts and to some of your company's employees.
Once you have entered the settings, you can print or send the documents. Afterwards you can see which documents were sent.
You can use this feature for some of the documents in the sales and purchasing processes.
Note: Any reports you send by using the 'Communication of external documents' option must be FastReport reports.
Action |
Result |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|