Template:Send Email: Difference between revisions

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===Send Email===
===Send Email===
Clicking '''Send Email''' opens a wizard that lets you prepare an email to send to people about the order you're currently looking at.
While viewing an order, click the {{Icon Button|More}} and select '''Send Email''' to compose an email. The '''To''' email auto-populates with the email address you added in the '''Details''' tab of the order. In addition, you can click the checkbox next to '''Send report''' to attach a PDF of the default report you've created in the '''Show Report''' section above.


[[File:Compose email.png|400px]]
[[File:Compose email.png|400px]]
The '''To''' email auto-populates with the email address you added in the '''Details''' tab of the sales order. In addition, you can click the checkbox next to '''Send report''' to attach a PDF of the default report you've created in the '''Show Report''' section above.


Currently, if you hit Enter on your keyboard (as long as the required fields are filled in), the email will be sent. So we recommend keeping the message simple and to one paragraph. Don't hit Enter or click the '''SEND''' button until you're ready to send it. This issue will be resolved soon.
Currently, if you hit Enter on your keyboard (as long as the required fields are filled in), the email will be sent. So we recommend keeping the message simple and to one paragraph. Don't hit Enter or click the '''SEND''' button until you're ready to send it. This issue will be resolved soon.


After you click '''SEND''' you will get a confirmation that the email has been sent. If the recipient doesn't receive the email, they will need to check their junk folder and add '''fishbowl@fishbowlonline'''.'''com''' to their address book so that future emails aren't marked as spam.
After you click '''SEND''' you will get a confirmation that the email has been sent. If the recipient doesn't receive the email, they will need to check their junk folder and add '''fishbowl@fishbowlonline'''.'''com''' to their address book so that future emails aren't marked as spam.

Latest revision as of 11:57, 28 October 2022

Send Email

While viewing an order, click the More Icon Button.png More button and select Send Email to compose an email. The To email auto-populates with the email address you added in the Details tab of the order. In addition, you can click the checkbox next to Send report to attach a PDF of the default report you've created in the Show Report section above.

Compose email.png

Currently, if you hit Enter on your keyboard (as long as the required fields are filled in), the email will be sent. So we recommend keeping the message simple and to one paragraph. Don't hit Enter or click the SEND button until you're ready to send it. This issue will be resolved soon.

After you click SEND you will get a confirmation that the email has been sent. If the recipient doesn't receive the email, they will need to check their junk folder and add fishbowl@fishbowlonline.com to their address book so that future emails aren't marked as spam.